Morris Financial Concepts, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Morris Financial Concepts, Inc.

$271 Million
Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 11,974 shares of ESML stock, worth $538,351. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,974

Previous 12,220 2.01%

Holding current value

$538,351

Previous $505,000 6.73%

% of portfolio

0.2%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$41.34 - $45.65 $10,169 - $11,229	-246 Reduced 2.01%	11,974 $539,000
Q2 2025 Jul 28, 2025	BUY	$33.46 - $41.33 $51,461 - $63,565	1,538 Added 14.4%	12,220 $505,000
Q1 2025 Apr 29, 2025	SELL	$37.84 - $44.02 $6,962 - $8,099	-184 Reduced 1.69%	10,682 $410,000
Q4 2024 Jan 29, 2025	BUY	$41.09 - $45.94 $16,518 - $18,467	402 Added 3.84%	10,866 $456,000
Q3 2024 Oct 30, 2024	BUY	$38.03 - $42.06 $4,867 - $5,383	128 Added 1.24%	10,464 $437,000
Q2 2024 Jul 29, 2024	BUY	$36.99 - $39.96 $182,952 - $197,642	4,946 Added 91.76%	10,336 $397,000
Q1 2024 Apr 18, 2024	BUY	$36.33 - $40.27 $59,690 - $66,163	1,643 Added 43.85%	5,390 $217,000
Q4 2023 Jan 29, 2024	BUY	$30.96 - $38.59 $73,282 - $91,342	2,367 Added 171.52%	3,747 $142,000
Q2 2023 Aug 09, 2023	SELL	$32.46 - $35.52 $3,246 - $3,552	-100 Reduced 6.76%	1,380 $49,000
Q1 2023 May 10, 2023	BUY	$32.27 - $37.51 $47,759 - $55,514	1,480 New	1,480 $50,000

Others Institutions Holding ESML

# of Institutions

442

Shares Held

33.3M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Morris Financial Concepts, Inc. Ishares Esg Aware Msci Usa Sma Transaction History