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MLG Wealth Management DBA Pine Grove Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1M Buy
+42,943
New +$1.01M 0.12% 80

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Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025: 42,943 shares worth $1M. The stake represents 0.12% of the portfolio and ranks #80 among its holdings.

302 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 42,943 shares of iShares ESG Aware USD Corporate Bond ETF worth $1M as of Q4 2025.
  • iShares ESG Aware USD Corporate Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.12% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #80 holding.
  • 302 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond 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.