Pine Grove Financial Group
ESGE icon

Pine Grove Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pine Grove Financial Group’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$306K Sell
5,648
-443
-7% -$23.6K 0.03% 172
2026
Q2 		$333K Sell
6,091
-1,882
-24% -$98.4K 0.03% 166
2026
Q1 		$363K Sell
7,973
-632
-7% -$29.9K 0.04% 143
2025
Q4 		$380K Buy
+8,605
New +$379K 0.05% 134

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Pine Grove Financial Group's ESGE Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.3% in Q3 2026, selling an estimated $23.6K and leaving 5,648 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #172.

Pine Grove Financial Group first reported a position in ESGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $380K in Q4 2025. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

  • Pine Grove Financial Group held 5,648 shares of iShares ESG Aware MSCI EM ETF worth $306K as of Q3 2026.
  • Pine Grove Financial Group sold 443 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $23.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Pine Grove Financial Group's portfolio in Q3 2026, its #172 holding.
  • Pine Grove Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $380K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.