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MLG Wealth Management DBA Pine Grove Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.37M Buy
+9,193
New +$1.36M 0.17% 65

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's ESGU Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025: 9,193 shares worth $1.37M. The stake represents 0.17% of the portfolio and ranks #65 among its holdings.

835 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 9,193 shares of iShares ESG Aware MSCI USA ETF worth $1.37M as of Q4 2025.
  • iShares ESG Aware MSCI USA ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares ESG Aware MSCI USA ETF made up 0.17% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #65 holding.
  • 835 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.