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Bond & Devick Financial Network’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bond & Devick Financial Network’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Buy
346,929
+11,099
+3% +$1.13M 8.78% 2
2026
Q1 		$32.1M Sell
335,830
-4,589
-1% -$454K 8.96% 2
2025
Q4 		$32.4M Buy
340,419
+12,792
+4% +$1.21M 9.12% 2
2025
Q3 		$30.5M Buy
327,627
+23,035
+8% +$2.08M 9.16% 2
2025
Q2 		$27.2M Buy
304,592
+6,743
+2% +$575K 9.04% 2
2025
Q1 		$24.3M Buy
297,849
+125,236
+73% +$10.1M 8.82% 2
2024
Q4 		$14.5M Hold
172,613
– – 6.21% 2
2024
Q3 		$14.5M Buy
172,613
+74,017
+75% +$5.98M 6.21% 2
2024
Q2 		$7.77M Sell
98,596
-2,754
-3% -$219K 4.16% 7
2024
Q1 		$8.1M Sell
101,350
-2,280
-2% -$175K 4.39% 7
2023
Q4 		$7.83M Buy
103,630
+2,605
+3% +$184K 4.45% 5
2023
Q3 		$6.98M Buy
101,025
+757
+0.8% +$54.5K 4.49% 5
2023
Q2 		$7.31M Sell
100,268
-528
-0.5% -$38.5K 4.54% 6
2023
Q1 		$7.24M Sell
100,796
-4,131
-4% -$290K 4.62% 6
2022
Q4 		$6.9M Buy
104,927
+1,551
+2% +$97.4K 4.92% 5
2022
Q3 		$5.8M Buy
103,376
+6,898
+7% +$432K 4.8% 4
2022
Q2 		$6.05M Buy
96,478
+2,409
+3% +$164K 5.29% 3
2022
Q1 		$6.94M Buy
94,069
+4,439
+5% +$334K 5.54% 2
2021
Q4 		$7.12M Sell
89,630
-18,695
-17% -$1.49M 5.34% 2
2021
Q3 		$8.49M Buy
108,325
+500
+0.5% +$40.1K 7.05% 3
2021
Q2 		$8.52M Buy
107,825
+5,302
+5% +$422K 7.03% 2
2021
Q1 		$7.78M Buy
102,523
+88,776
+646% +$6.69M 7.2% 3
2020
Q4 		$1M Buy
+13,747
New +$939K 1.15% 23

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bond & Devick Financial Network increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.3% in Q2 2026, buying an estimated $1.13M and bringing the position to 346,929 shares worth $35.7M. The position accounts for 8.78% of the portfolio, ranked #2.

Bond & Devick Financial Network first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bond & Devick Financial Network held 346,929 shares of iShares ESG Aware MSCI EAFE ETF worth $35.7M as of Q2 2026.
  • Bond & Devick Financial Network bought 11,099 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.13M.
  • iShares ESG Aware MSCI EAFE ETF made up 8.78% of Bond & Devick Financial Network's portfolio in Q2 2026, its #2 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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