ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,381 Value ($000) $750 Avg Close — Range —
Q3 2025
Shares 5,446 Value ($000) $739 Avg Close — Range —
Q2 2025
Shares 5,555 Value ($000) $704 Avg Close — Range —
Q1 2025
Shares 4,896 Value ($000) $562 Avg Close — Range —
Q4 2024
Shares 5,144 Value ($000) $625 Avg Close — Range —
Q3 2024
Shares 5,015 Value ($000) $604 Avg Close — Range —
Q2 2024
Shares 5,377 Value ($000) $604 Avg Close — Range —
Q1 2024
Shares 4,972 Value ($000) $543 Avg Close — Range —
Q4 2023
Shares 3,914 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 3,889 Value ($000) $350 Avg Close — Range —
Q2 2023
Shares 3,556 Value ($000) $333 Avg Close — Range —
Q1 2023
Shares 3,199 Value ($000) $281 Avg Close — Range —
Q4 2022
Shares 2,106 Value ($000) $173 Avg Close — Range —
Q3 2022
Shares 2,588 Value ($000) $196 Avg Close — Range —
Q2 2022
Shares 275 Value ($000) $22 Avg Close — Range —
Q1 2022
Shares 200 Value ($000) $19 Avg Close — Range —