Morris Financial Concepts, Inc. Ishares Trust Ishares Esg Awar Transaction History

Morris Financial Concepts, Inc.

$271 Million
Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,372 shares of ESGD stock, worth $316,597. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,372

Previous 3,475 2.96%

Holding current value

$316,597

Previous $310,000 0.97%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$87.05 - $93.19 $8,966 - $9,598	-103 Reduced 2.96%	3,372 $313,000
Q2 2025 Jul 28, 2025	BUY	$73.02 - $90.22 $40,964 - $50,613	561 Added 19.25%	3,475 $310,000
Q1 2025 Apr 29, 2025	BUY	$75.32 - $84.77 $12,352 - $13,902	164 Added 5.96%	2,914 $238,000
Q4 2024 Jan 29, 2025	BUY	$75.65 - $83.47 $6,430 - $7,094	85 Added 3.19%	2,750 $209,000
Q3 2024 Oct 30, 2024	SELL	$75.63 - $84.89 $9,226 - $10,356	-122 Reduced 4.38%	2,665 $224,000
Q2 2024 Jul 29, 2024	BUY	$76.22 - $82.36 $21,189 - $22,896	278 Added 11.08%	2,787 $219,000
Q1 2024 Apr 18, 2024	BUY	$73.39 - $80.18 $5,284 - $5,772	72 Added 2.95%	2,509 $200,000
Q4 2023 Jan 29, 2024	BUY	$65.9 - $75.7 $160,598 - $184,480	2,437 New	2,437 $184,000

Others Institutions Holding ESGD

# of Institutions

727

Shares Held

96M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Morris Financial Concepts, Inc. Ishares Trust Ishares Esg Awar Transaction History