Ethic Inc’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
2,738
+257
+10% +$80.4K 0.02% 665
2025
Q1
$748K Sell
2,481
-97
-4% -$29.2K 0.02% 663
2024
Q4
$868K Buy
2,578
+253
+11% +$85.2K 0.02% 637
2024
Q3
$717K Sell
2,325
-57
-2% -$17.6K 0.02% 670
2024
Q2
$705K Buy
2,382
+57
+2% +$16.9K 0.02% 668
2024
Q1
$717K Buy
2,325
+1,187
+104% +$366K 0.02% 670
2023
Q4
$326K Buy
1,138
+140
+14% +$40.1K 0.01% 858
2023
Q3
$234K Buy
+998
New +$234K 0.01% 887
2023
Q1
Sell
-960
Closed -$208K 991
2022
Q4
$208K Buy
+960
New +$208K 0.01% 820
2022
Q3
Sell
-832
Closed -$201K 821
2022
Q2
$201K Buy
+832
New +$201K 0.01% 712