Bond & Devick Financial Network’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Bond & Devick Financial Network’s Portfolio EAOA Stock Details EAOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Buy	8,455 +2,668	+46%	+$117K	0.09%	130
2026 Q1	$235K	Sell	5,787 -1,461	-20%	-$61.2K	0.07%	175
2025 Q4	$300K	Buy	7,248 +754	+12%	+$31.1K	0.08%	141
2025 Q3	$265K	Buy	+6,494	New	+$255K	0.08%	147

Other funds holding EAOA

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return