Pine Grove Financial Group
SUSL icon

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

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
2026
Q3 		$452K Hold
3,314
– – 0.04% 148
2026
Q2 		$440K Sell
3,314
-43
-1% -$5.5K 0.04% 141
2026
Q1 		$381K Hold
3,357
– – 0.04% 137
2025
Q4 		$407K Buy
+3,357
New +$401K 0.05% 129

Other funds holding SUSL

Bank of Italy
Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

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

Pine Grove Financial Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2026 at 3,314 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #148.

Pine Grove Financial Group first reported a position in SUSL in Q4 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Pine Grove Financial Group held 3,314 shares of iShares ESG MSCI USA Leaders ETF worth $452K as of Q3 2026.
  • Pine Grove Financial Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #148 holding.
  • Pine Grove Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

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