Bank of Montreal
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Bank of Montreal’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Bank of Montreal’s Portfolio EAOA Stock Details EAOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.7K Hold
783
– – ﹤0.01% 3390
2025
Q4 		$32.4K Sell
783
-775
-50% -$31.9K ﹤0.01% 3275
2025
Q3 		$63.5K Sell
1,558
-29
-2% -$1.14K ﹤0.01% 3067
2025
Q2 		$61.2K Hold
1,587
– – ﹤0.01% 3101
2025
Q1 		$56.1K Buy
+1,587
New +$57.6K ﹤0.01% 3047
2024
Q4 		– Sell
-2,520
Closed -$92.4K – 3609
2024
Q3 		$92.4K Sell
2,520
-3,205
-56% -$113K ﹤0.01% 3268
2024
Q2 		$199K Sell
5,725
-3,376
-37% -$114K ﹤0.01% 3002
2024
Q1 		$310K Buy
9,101
+6,653
+272% +$218K ﹤0.01% 2758
2023
Q4 		$78.8K Buy
+2,448
New +$73.9K ﹤0.01% 3439

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of Montreal's EAOA Position: Q1 2026 in Review

Bank of Montreal held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q1 2026 at 783 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3390.

Bank of Montreal first reported a position in EAOA in Q4 2023 and has held it in 9 quarters since. The position peaked at $310K in Q1 2024. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

  • Bank of Montreal held 783 shares of iShares ESG Aware Aggressive Allocation ETF worth $31.7K as of Q1 2026.
  • Bank of Montreal left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q1 2026.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3390 holding.
  • Bank of Montreal first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2023 and has held it in 9 quarters since.
  • Bank of Montreal's iShares ESG Aware Aggressive Allocation ETF position peaked at $310K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.