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 66 shares of ESGU stock, worth $8,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 55 20.0%
Holding current value
$8,037
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$102.91 - $114.96 $1,132 - $1,264
11 Added 20.0%
66 $7,000
Q4 2023

Jan 29, 2024

BUY
$89.99 - $105.25 $4,949 - $5,788
55 New
55 $5,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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.