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Bond & Devick Financial Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bond & Devick Financial Network’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+1,241
New +$196K 0.05% 204

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Bond & Devick Financial Network opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,241 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings.

131 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bond & Devick Financial Network held 1,241 shares of iShares ESG Aware MSCI USA ETF worth $203K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Bond & Devick Financial Network position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Bond & Devick Financial Network's portfolio in Q2 2026, its #204 holding.
  • 131 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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