Prudential Financial
ESGU icon

Prudential Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-40,464
Closed -$5.11M – 2386
2024
Q3 		$5.11M Buy
40,464
+1,966
+5% +$239K 0.01% 980
2024
Q2 		$4.59M Sell
38,498
-25,384
-40% -$2.92M 0.01% 962
2024
Q1 		$7.34M Sell
63,882
-76,575
-55% -$8.39M 0.01% 776
2023
Q4 		$14.7M Sell
140,457
-7,159
-5% -$701K 0.02% 528
2023
Q3 		$13.9M Sell
147,616
-70,919
-32% -$6.95M 0.02% 541
2023
Q2 		$21.3M Sell
218,535
-38,885
-15% -$3.59M 0.03% 434
2023
Q1 		$23.3M Sell
257,420
-209,491
-45% -$18.5M 0.04% 412
2022
Q4 		$39.6M Buy
466,911
+2,789
+0.6% +$238K 0.07% 281
2022
Q3 		$37.4M Buy
464,122
+12,891
+3% +$1.14M 0.06% 281
2022
Q2 		$38.2M Sell
451,231
-6,395
-1% -$584K 0.06% 302
2022
Q1 		$46.4M Buy
457,626
+99,432
+28% +$9.96M 0.06% 293
2021
Q4 		$38.4M Buy
358,194
+20,563
+6% +$2.16M 0.05% 336
2021
Q3 		$34.4M Buy
337,631
+63,110
+23% +$6.39M 0.05% 335
2021
Q2 		$27M Buy
274,521
+38,713
+16% +$3.7M 0.04% 406
2021
Q1 		$21.4M Buy
235,808
+24,885
+12% +$2.21M 0.03% 469
2020
Q4 		$18.1M Buy
210,923
+74,039
+54% +$6.01M 0.03% 489
2020
Q3 		$10.4M Buy
136,884
+24,083
+21% +$1.81M 0.02% 636
2020
Q2 		$7.89M Buy
112,801
+61,083
+118% +$4.02M 0.02% 777
2020
Q1 		$2.97M Buy
+51,718
New +$3.52M 0.01% 1160

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential Financial's ESGU Position: Q4 2024 in Review

Prudential Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 40,464 shares — an estimated $5.11M sold.

Prudential Financial first reported a position in ESGU in Q1 2020 and held it in 19 quarters. The position peaked at $46.4M in Q1 2022. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Prudential Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 40,464 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $5.11M.
  • Prudential Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 19 quarters.
  • Prudential Financial's iShares ESG Aware MSCI USA ETF position peaked at $46.4M in Q1 2022.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.