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Bond & Devick Financial Network’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bond & Devick Financial Network’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.47M Buy
62,122
+45,262
+268% +$2.35M 0.86% 21
2026
Q1 		$793K Sell
16,860
-247
-1% -$12K 0.22% 70
2025
Q4 		$787K Buy
17,107
+226
+1% +$10.3K 0.22% 64
2025
Q3 		$761K Buy
16,881
+544
+3% +$23.6K 0.23% 65
2025
Q2 		$675K Buy
16,337
+94
+0.6% +$3.64K 0.22% 69
2025
Q1 		$624K Buy
16,243
+743
+5% +$30.9K 0.23% 66
2024
Q4 		$648K Hold
15,500
– – 0.28% 66
2024
Q3 		$648K Buy
15,500
+35
+0.2% +$1.41K 0.28% 66
2024
Q2 		$595K Buy
15,465
+37
+0.2% +$1.43K 0.32% 61
2024
Q1 		$621K Buy
15,428
+38
+0.2% +$1.45K 0.34% 58
2023
Q4 		$585K Sell
15,390
-487
-3% -$16.6K 0.33% 58
2023
Q3 		$534K Buy
15,877
+40
+0.3% +$1.42K 0.34% 58
2023
Q2 		$563K Buy
15,837
+43
+0.3% +$1.46K 0.35% 57
2023
Q1 		$537K Buy
15,794
+26
+0.2% +$908 0.34% 63
2022
Q4 		$518K Buy
15,768
+1,309
+9% +$43.5K 0.37% 58
2022
Q3 		$443K Buy
14,459
+43
+0.3% +$1.45K 0.37% 58
2022
Q2 		$454K Buy
14,416
+41
+0.3% +$1.41K 0.4% 59
2022
Q1 		$547K Buy
14,375
+1,021
+8% +$38.5K 0.44% 55
2021
Q4 		$538K Buy
13,354
+1,949
+17% +$78.9K 0.4% 57
2021
Q3 		$445K Hold
11,405
– – 0.37% 63
2021
Q2 		$460K Hold
11,405
– – 0.38% 57
2021
Q1 		$440K Hold
11,405
– – 0.41% 57
2020
Q4 		$389K Buy
+11,405
New +$351K 0.44% 61

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Bond & Devick Financial Network increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 268% in Q2 2026, buying an estimated $2.35M and bringing the position to 62,122 shares worth $3.47M. The position accounts for 0.86% of the portfolio, ranked #21.

Bond & Devick Financial Network first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Bond & Devick Financial Network held 62,122 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.47M as of Q2 2026.
  • Bond & Devick Financial Network bought 45,262 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.35M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.86% of Bond & Devick Financial Network's portfolio in Q2 2026, its #21 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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