WIT, LLC ESGE holdings history
ISHARES INC ISHARES ESG AWAR · CUSIP 46434G863 · CIK 1840025
As of 2026-06-30, WIT, LLC reported 4.52M ESGE (shares), valued at $247.14M, or 3.95% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 12.79%; reported value increased 4.89%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.95% | 4,518,911 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.45% | 5,181,755 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 4.07% | 4,601,324 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 4.51% | 4,588,201 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 4.45% | 4,588,201 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.71% | 783,879 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.88% | 783,879 | SEC filing ↗Filed Feb 14, 2025Amended |
| Q3 2024 | 47.72% | 784 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.75% | 1,728 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.84% | 1,874 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.10% | 889 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.34% | 889 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.34% | 889 | $26.93K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.10% | 889 | $28.52K | Shares unchanged; reported value increased 5.88%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.84% | 1,874 | $60.38K | Shares increased 110.80%; reported value increased 111.75%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.75% | 1,728 | $57.95K | Shares decreased 7.79%; reported value decreased 4.03%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 47.72% | 784 | $61.43M | Shares decreased 54.63%; reported value increased 105904.17%, and weight changed +45.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.88% | 783,879 | $58.58M | Shares increased 99884.57%; reported value decreased 4.64%, and weight changed -45.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.71% | 783,879 | $60.02M | Shares unchanged; reported value increased 2.46%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.45% | 4,588,201 | $179.72M | Shares increased 485.32%; reported value increased 199.43%, and weight changed +2.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 4.51% | 4,588,201 | $199.22M | Shares unchanged; reported value increased 10.85%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 4.07% | 4,601,324 | $203.24M | Shares increased 0.29%; reported value increased 2.02%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 4.45% | 5,181,755 | $235.61M | Shares increased 12.61%; reported value increased 15.93%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.95% | 4,518,911 | $247.14M | Shares decreased 12.79%; reported value increased 4.89%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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