A detailed history of Morris Financial Concepts, Inc. transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,642 shares of ESGE stock, worth $57,174. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,780 7.75%
Holding current value
$57,174
Previous $64,000 15.63%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$33.39 - $37.66 $4,607 - $5,197
-138 Reduced 7.75%
1,642 $54,000
Q3 2024

Oct 30, 2024

SELL
$32.04 - $37.11 $13,104 - $15,177
-409 Reduced 18.68%
1,780 $64,000
Q2 2024

Jul 29, 2024

SELL
$31.14 - $34.36 $64,553 - $71,228
-2,073 Reduced 48.64%
2,189 $73,000
Q1 2024

Apr 18, 2024

BUY
$29.99 - $32.59 $127,817 - $138,898
4,262 New
4,262 $137,000

Others Institutions Holding ESGE

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.