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MLG Wealth Management DBA Pine Grove Financial Group »

iShares FTSE KLD 400 Social Idx shares owned by MLG Wealth Management DBA Pine Grove Financial Group

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by MLG Wealth Management DBA Pine Grove Financial Group from 13F filings

Historical chart of MLG Wealth Management DBA Pine Grove Financial Group investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by MLG Wealth Management DBA Pine Grove Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by MLG Wealth Management DBA Pine Grove Financial Group

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$631k	4.4k	142.39
2026-03-31	$558k	4.6k	121.19
2025-12-31	$656k	5.1k	128.83

More positions owned by MLG Wealth Management DBA Pine Grove Financial Group

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Core Univrsl Usd (IUSB)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)

Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)

Ishares Tr S&p 500 Grwt Etf (IVW)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Ishares Tr S&p 500 Val Etf (IVE)

Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)

J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Ishares Core Msci Emkt (IEMG)

View all positions for MLG Wealth Management DBA Pine Grove Financial Group

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley

Envestnet Asset Management

Bank of America Corporation

LPL Financial

Bank of New York Mellon

Mariner Wealth Advisors

Us Bancorp

Envestnet Portfolio Solutions

Rockefeller Capital Management

Goldman Sachs Group

View all funds holding iShares FTSE KLD 400 Social Idx

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