ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q3 2025
Shares 101 Value ($000) $15 Avg Close — Range —
Q2 2025
Shares 96 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 87 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 73 Value ($000) $9 Avg Close — Range —
Q3 2024
Shares 73 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 66 Value ($000) $8 Avg Close — Range —
Q1 2024
Shares 66 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 55 Value ($000) $6 Avg Close — Range —