Bank of Montreal’s iShares ESG Aware Conservative Allocation ETF EAOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,296
Closed -$34.3K 3610
2024
Q3
$34.3K Buy
+1,296
New +$33.5K ﹤0.01% 3487
2024
Q2
Sell
-1,145
Closed -$28.9K 3939
2024
Q1
$28.9K Buy
1,145
+251
+28% +$6.24K ﹤0.01% 3570
2023
Q4
$22.4K Buy
+894
New +$21.2K ﹤0.01% 3711

Other funds holding EAOK

Bank of Montreal's EAOK Position: Q4 2024 in Review

Bank of Montreal sold out of iShares ESG Aware Conservative Allocation ETF (EAOK) in Q4 2024, closing a stake of 1,296 shares — an estimated $34.3K sold.

Bank of Montreal first reported a position in EAOK in Q4 2023 and held it in 3 quarters. The position peaked at $34.3K in Q3 2024. 6 funds tracked by Wall St. Rank hold EAOK as of Q4 2024.

  • Bank of Montreal reported no remaining iShares ESG Aware Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,296 iShares ESG Aware Conservative Allocation ETF shares in Q4 2024, an estimated $34.3K.
  • Bank of Montreal first reported a position in iShares ESG Aware Conservative Allocation ETF in Q4 2023 and held it in 3 quarters.
  • Bank of Montreal's iShares ESG Aware Conservative Allocation ETF position peaked at $34.3K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held iShares ESG Aware Conservative Allocation ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.