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

CPCM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SWA

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Bond & Devick Financial Network's EAOA Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 46% in Q2 2026, buying an estimated $117K and bringing the position to 8,455 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #130.

Bond & Devick Financial Network first reported a position in EAOA in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Bond & Devick Financial Network held 8,455 shares of iShares ESG Aware Aggressive Allocation ETF worth $384K as of Q2 2026.
Bond & Devick Financial Network bought 2,668 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $117K.
iShares ESG Aware Aggressive Allocation ETF made up 0.09% of Bond & Devick Financial Network's portfolio in Q2 2026, its #130 holding.
Bond & Devick Financial Network first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.