ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

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

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

Q4 2025
Shares 11,866 Value ($000) $546 Avg Close — Range —
Q3 2025
Shares 11,974 Value ($000) $540 Avg Close — Range —
Q2 2025
Shares 12,220 Value ($000) $505 Avg Close — Range —
Q1 2025
Shares 10,682 Value ($000) $410 Avg Close — Range —
Q4 2024
Shares 10,866 Value ($000) $457 Avg Close — Range —
Q3 2024
Shares 10,464 Value ($000) $438 Avg Close — Range —
Q2 2024
Shares 10,336 Value ($000) $398 Avg Close — Range —
Q1 2024
Shares 5,390 Value ($000) $217 Avg Close — Range —
Q4 2023
Shares 3,747 Value ($000) $142 Avg Close — Range —
Q3 2023
Shares 1,380 Value ($000) $46 Avg Close — Range —
Q2 2023
Shares 1,380 Value ($000) $49 Avg Close — Range —
Q1 2023
Shares 1,480 Value ($000) $50 Avg Close — Range —