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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PGIM Custom Harvest's ESGU Position: Q3 2025 in Review

PGIM Custom Harvest sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 2,994 shares — an estimated $405K sold.

PGIM Custom Harvest first reported a position in ESGU in Q1 2023 and held it in 10 quarters. The position peaked at $433K in Q4 2024. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

PGIM Custom Harvest reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
PGIM Custom Harvest sold 2,994 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $405K.
PGIM Custom Harvest first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 10 quarters.
PGIM Custom Harvest's iShares ESG Aware MSCI USA ETF position peaked at $433K in Q4 2024.
778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on PGIM Custom Harvest's 13F filing for Q3 2025, filed 14 Nov 2025.