Pine Grove Financial Group
USXF icon

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

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
2026
Q3 		$431K Sell
6,334
-686
-10% -$46.5K 0.04% 150
2026
Q2 		$488K Sell
7,020
-362
-5% -$23.4K 0.05% 131
2026
Q1 		$407K Buy
7,382
+24
+0.3% +$1.39K 0.05% 131
2025
Q4 		$424K Buy
+7,358
New +$423K 0.05% 125

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Apella Capital
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Spinnaker Trust
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Regatta Capital Group
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HighTower Advisors
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SoFi Wealth
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Pine Grove Financial Group's USXF Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.8% in Q3 2026, selling an estimated $46.5K and leaving 6,334 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #150.

Pine Grove Financial Group first reported a position in USXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $488K in Q2 2026. 201 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Pine Grove Financial Group held 6,334 shares of iShares ESG Advanced MSCI USA ETF worth $431K as of Q3 2026.
  • Pine Grove Financial Group sold 686 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $46.5K.
  • iShares ESG Advanced MSCI USA ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #150 holding.
  • Pine Grove Financial Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares ESG Advanced MSCI USA ETF position peaked at $488K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

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