Bank of Montreal
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Bank of Montreal’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Bank of Montreal’s Portfolio EAOM Stock Details EAOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,270
Closed -$34.6K – 3932
2024
Q2 		$34.6K Buy
1,270
+333
+36% +$8.89K ﹤0.01% 3491
2024
Q1 		$25.3K Sell
937
-885
-49% -$23.4K ﹤0.01% 3585
2023
Q4 		$48.1K Buy
+1,822
New +$45.6K ﹤0.01% 3573

Other funds holding EAOM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's EAOM Position: Q3 2024 in Review

Bank of Montreal sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q3 2024, closing a stake of 1,270 shares — an estimated $34.6K sold.

Bank of Montreal first reported a position in EAOM in Q4 2023 and held it in 3 quarters. The position peaked at $48.1K in Q4 2023. 7 funds tracked by Wall St. Rank hold EAOM as of Q3 2024.

  • Bank of Montreal reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,270 iShares ESG Aware Moderate Allocation ETF shares in Q3 2024, an estimated $34.6K.
  • Bank of Montreal first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2023 and held it in 3 quarters.
  • Bank of Montreal's iShares ESG Aware Moderate Allocation ETF position peaked at $48.1K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.