Morris Financial Concepts, Inc. Ishares Msci Acwi ETF Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 235 shares of ACWI stock, worth $28,512. This represents 0.01% of its overall portfolio holdings.

Number of Shares

235

Previous 341 31.09%

Holding current value

$28,512

Previous $40,000 32.5%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$117.05 - $123.03 $12,407 - $13,041	-106 Reduced 31.09%	235 $27,000
Q3 2024 Oct 30, 2024	BUY	$107.24 - $119.84 $3,646 - $4,074	34 Added 11.07%	341 $40,000
Q2 2024 Jul 29, 2024	BUY	$104.54 - $112.83 $836 - $902	8 Added 2.68%	307 $34,000
Q1 2024 Apr 18, 2024	BUY	$99.79 - $110.15 $4,590 - $5,066	46 Added 18.18%	299 $32,000
Q4 2023 Jan 29, 2024	BUY	$88.59 - $102.15 $531 - $612	6 Added 2.43%	253 $25,000
Q3 2023 Oct 24, 2023	SELL	$92.02 - $99.39 $6,901 - $7,454	-75 Reduced 23.29%	247 $22,000
Q2 2023 Aug 09, 2023	BUY	$90.5 - $96.36 $4,253 - $4,528	47 Added 17.09%	322 $30,000
Q1 2023 May 10, 2023	BUY	$84.9 - $92.93 $6,282 - $6,876	74 Added 36.82%	275 $25,000
Q4 2022 Jan 19, 2023	SELL	$77.52 - $89.8 $5,658 - $6,555	-73 Reduced 26.64%	201 $0
Q3 2022 Oct 25, 2022	BUY	$77.83 - $92.7 $1,011 - $1,205	13 Added 4.98%	274 $21,000
Q2 2022 Jul 25, 2022	BUY	$81.93 - $101.4 $163 - $202	2 Added 0.77%	261 $22,000
Q1 2022 Apr 29, 2022	BUY	$92.11 - $106.34 $184 - $212	2 Added 0.78%	259 $26,000
Q4 2021 Feb 15, 2022	BUY	$99.52 - $107.23 $25,576 - $27,558	257 New	257 $27,000

Others Institutions Holding ACWI

# of Institutions

772

Shares Held

77.8M

Call Options Held

1.75M

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. Ishares Msci Acwi ETF Transaction History