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WIT LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

WIT LLC’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Hold
32,336
– – 0.05% 21
2026
Q1 		$3.09M Hold
32,336
– – 0.06% 21
2025
Q4 		$3.07M Buy
+32,336
New +$3.05M 0.06% 19
2023
Q2 		– Sell
-17
Closed -$1.2M – 15
2023
Q1 		$1.2M Hold
17
– – 0.03% 12
2022
Q4 		$1.1M Hold
17
– – 0.03% 11
2022
Q3 		$941 Hold
17
– – 0.03% 12
2022
Q2 		$1.05K Buy
17
+1
+6% +$68 0.03% 11
2022
Q1 		$1.14K Sell
16
-14,432
-100% -$1.09M 0.02% 16
2021
Q4 		$1.15M Buy
14,448
+248
+2% +$19.7K 0.03% 12
2021
Q3 		$1.11M Hold
14,200
– – 0.02% 12
2021
Q2 		$1.12M Buy
+14,200
New +$1.13M 0.02% 15

Other funds holding ESGD

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIT LLC's ESGD Position: Q2 2026 in Review

WIT LLC held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 32,336 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #21.

WIT LLC first reported a position in ESGD in Q2 2021 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • WIT LLC held 32,336 shares of iShares ESG Aware MSCI EAFE ETF worth $3.32M as of Q2 2026.
  • WIT LLC left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of WIT LLC's portfolio in Q2 2026, its #21 holding.
  • WIT LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 11 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.