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MLG Wealth Management DBA Pine Grove Financial Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$537K Buy
+14,122
New +$518K 0.06% 112

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2025: 14,122 shares worth $537K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings.

342 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 14,122 shares of iShares MSCI Intl Value Factor ETF worth $537K as of Q4 2025.
  • iShares MSCI Intl Value Factor ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MSCI Intl Value Factor ETF made up 0.06% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #112 holding.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor 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.