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Bond & Devick Financial Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bond & Devick Financial Network’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975K Buy
17,828
+987
+6% +$51.6K 0.24% 66
2026
Q1 		$766K Buy
16,841
+15
+0.1% +$709 0.21% 73
2025
Q4 		$743K Sell
16,826
-528
-3% -$23.3K 0.21% 70
2025
Q3 		$754K Buy
17,354
+330
+2% +$13.5K 0.23% 67
2025
Q2 		$667K Hold
17,024
– – 0.22% 70
2025
Q1 		$595K Sell
17,024
-2,394
-12% -$83.4K 0.22% 70
2024
Q4 		$707K Hold
19,418
– – 0.3% 62
2024
Q3 		$707K Buy
19,418
+334
+2% +$11.4K 0.3% 62
2024
Q2 		$640K Hold
19,084
– – 0.34% 55
2024
Q1 		$615K Buy
19,084
+2,927
+18% +$92.2K 0.33% 59
2023
Q4 		$518K Buy
16,157
+365
+2% +$11.3K 0.29% 66
2023
Q3 		$478K Sell
15,792
-495
-3% -$15.7K 0.31% 63
2023
Q2 		$515K Sell
16,287
-877
-5% -$27.5K 0.32% 62
2023
Q1 		$540K Buy
17,164
+683
+4% +$21.6K 0.34% 61
2022
Q4 		$496K Sell
16,481
-853
-5% -$25K 0.35% 60
2022
Q3 		$480K Sell
17,334
-5,826
-25% -$182K 0.4% 55
2022
Q2 		$748K Sell
23,160
-1,516
-6% -$51.4K 0.65% 39
2022
Q1 		$906K Buy
24,676
+1,934
+9% +$74.3K 0.72% 34
2021
Q4 		$904K Buy
22,742
+2,449
+12% +$101K 0.68% 37
2021
Q3 		$841K Buy
20,293
+227
+1% +$9.7K 0.7% 37
2021
Q2 		$906K Sell
20,066
-330
-2% -$14.6K 0.75% 34
2021
Q1 		$883K Sell
20,396
-32
-0.2% -$1.42K 0.82% 32
2020
Q4 		$858K Buy
+20,428
New +$796K 0.98% 31

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bond & Devick Financial Network increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.9% in Q2 2026, buying an estimated $51.6K and bringing the position to 17,828 shares worth $975K. The position accounts for 0.24% of the portfolio, ranked #66.

Bond & Devick Financial Network first reported a position in ESGE in Q4 2020 and has held it in 23 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Bond & Devick Financial Network held 17,828 shares of iShares ESG Aware MSCI EM ETF worth $975K as of Q2 2026.
  • Bond & Devick Financial Network bought 987 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $51.6K.
  • iShares ESG Aware MSCI EM ETF made up 0.24% of Bond & Devick Financial Network's portfolio in Q2 2026, its #66 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 23 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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