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MLG Wealth Management DBA Pine Grove Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$221K Buy
+2,344
New +$221K 0.03% 175

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Raymond James Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025: 2,344 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings.

1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 2,344 shares of iShares MSCI USA Min Vol Factor ETF worth $221K as of Q4 2025.
  • iShares MSCI USA Min Vol Factor ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #175 holding.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol 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.