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

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$424K Buy
+7,358
New +$423K 0.05% 125

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SWM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDCDDQ
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
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MLG Wealth Management DBA Pine Grove Financial Group's USXF Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025: 7,358 shares worth $424K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 7,358 shares of iShares ESG Advanced MSCI USA ETF worth $424K as of Q4 2025.
  • iShares ESG Advanced MSCI USA ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #125 holding.
  • 280 funds tracked by Wall St. Rank held iShares ESG Advanced 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.