MWMDPGFG
SUSL icon

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

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$407K Buy
+3,357
New +$401K 0.05% 129

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2025: 3,357 shares worth $407K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

185 funds tracked by Wall St. Rank hold SUSL as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 3,357 shares of iShares ESG MSCI USA Leaders ETF worth $407K as of Q4 2025.
  • iShares ESG MSCI USA Leaders ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares ESG MSCI USA Leaders ETF made up 0.05% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #129 holding.
  • 185 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders 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.