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Bond & Devick Financial Network’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Bond & Devick Financial Network’s Portfolio EAOR Stock Details EAOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
43,496
+14,534
+50% +$537K 0.41% 36
2026
Q1 		$1.01M Buy
28,962
+12,593
+77% +$450K 0.28% 56
2025
Q4 		$578K Buy
16,369
+4,984
+44% +$176K 0.16% 85
2025
Q3 		$399K Buy
+11,385
New +$386K 0.12% 108

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

Bond & Devick Financial Network increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 50% in Q2 2026, buying an estimated $537K and bringing the position to 43,496 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #36.

Bond & Devick Financial Network first reported a position in EAOR in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Bond & Devick Financial Network held 43,496 shares of iShares ESG Aware Growth Allocation ETF worth $1.65M as of Q2 2026.
  • Bond & Devick Financial Network bought 14,534 iShares ESG Aware Growth Allocation ETF shares in Q2 2026, an estimated $537K.
  • iShares ESG Aware Growth Allocation ETF made up 0.41% of Bond & Devick Financial Network's portfolio in Q2 2026, its #36 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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