WL
ESGE icon

WIT LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

WIT LLC’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247M Sell
4,518,911
-662,844
-13% -$34.6M 3.95% 6
2026
Q1 		$236M Buy
5,181,755
+580,431
+13% +$27.4M 4.45% 5
2025
Q4 		$203M Buy
4,601,324
+13,123
+0.3% +$579K 4.07% 6
2025
Q3 		$199M Hold
4,588,201
– – 4.51% 5
2025
Q2 		$180M Buy
4,588,201
+3,804,322
+485% +$138M 4.45% 5
2025
Q1 		$60M Hold
783,879
– – 1.71% 9
2024
Q4 		$58.6M Sell
783,879
-121
-0% -$4.27K 1.88% 8
2024
Q3 		$61.4M Sell
784,000
-944,000
-55% -$32.2M 1.77% 9
2024
Q2 		$58M Sell
1,728,000
-146,000
-8% -$4.81M 1.75% 8
2024
Q1 		$60.4M Buy
1,874,000
+985,000
+111% +$31M 1.84% 8
2023
Q4 		$28.5M Hold
889,000
– – 1.1% 8
2023
Q3 		$26.9M Hold
889,000
– – 0.78% 9
2023
Q2 		$28.1M Sell
889,000
-187,000
-17% -$5.87M 0.72% 10
2023
Q1 		$33.9M Buy
1,076,000
+746,000
+226% +$23.6M 0.86% 10
2022
Q4 		$9.92M Sell
330,000
-207,000
-39% -$6.07M 0.27% 10
2022
Q3 		$14.9M Buy
537,000
+128,000
+31% +$3.99M 0.42% 10
2022
Q2 		$13.2M Buy
409,000
+39,000
+11% +$1.32M 0.33% 10
2022
Q1 		$13.6M Buy
370,000
+181,199
+96% +$6.96M 0.27% 14
2021
Q4 		$7.5M Buy
188,801
+29,540
+19% +$1.22M 0.17% 10
2021
Q3 		$6.6M Sell
159,261
-93,198
-37% -$3.98M 0.13% 10
2021
Q2 		$11.4M Buy
+252,459
New +$11.2M 0.23% 10

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WIT LLC's ESGE Position: Q2 2026 in Review

WIT LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 13% in Q2 2026, selling an estimated $34.6M and leaving 4,518,911 shares worth $247M. The position accounts for 3.95% of the portfolio, ranked #6.

WIT LLC first reported a position in ESGE in Q2 2021 and has held it in 21 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • WIT LLC held 4,518,911 shares of iShares ESG Aware MSCI EM ETF worth $247M as of Q2 2026.
  • WIT LLC sold 662,844 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $34.6M.
  • iShares ESG Aware MSCI EM ETF made up 3.95% of WIT LLC's portfolio in Q2 2026, its #6 holding.
  • WIT LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 21 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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