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PGIM Custom Harvest’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

PGIM Custom Harvest’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,994
Closed -$405K – 262
2025
Q2 		$405K Sell
2,994
-156
-5% -$19.5K 0.01% 164
2025
Q1 		$384K Sell
3,150
-212
-6% -$27.3K 0.01% 171
2024
Q4 		$433K Buy
3,362
+210
+7% +$27.2K 0.01% 172
2024
Q3 		$398K Buy
3,152
+852
+37% +$103K 0.01% 175
2024
Q2 		$274K Sell
2,300
-150
-6% -$17.2K 0.01% 191
2024
Q1 		$282K Buy
2,450
+226
+10% +$24.8K 0.01% 175
2023
Q4 		$233K Hold
2,224
– – 0.01% 173
2023
Q3 		$209K Hold
2,224
– – 0.01% 167
2023
Q2 		$217K Hold
2,224
– – 0.01% 162
2023
Q1 		$201K Buy
+2,224
New +$197K 0.01% 194

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return