Bank of Montreal’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $453M | Buy |
4,668,948
+297,971
| +7% | +$29.8M | 0.17% | 106 |
|
|
2025
Q4 | $420M | Buy |
4,370,977
+104,816
| +2% | +$9.94M | 0.15% | 113 |
|
|
2025
Q3 | $398M | Buy |
4,266,161
+276,970
| +7% | +$25.2M | 0.15% | 110 |
|
|
2025
Q2 | $357M | Buy |
3,989,191
+235,453
| +6% | +$20.1M | 0.17% | 107 |
|
|
2025
Q1 | $307M | Sell |
3,753,738
-83,717
| -2% | -$6.75M | 0.15% | 121 |
|
|
2024
Q4 | $290M | Buy |
3,837,455
+75,717
| +2% | +$6M | 0.14% | 129 |
|
|
2024
Q3 | $316M | Buy |
3,761,738
+45,301
| +1% | +$3.64M | 0.14% | 128 |
|
|
2024
Q2 | $298M | Buy |
3,716,437
+63,048
| +2% | +$4.99M | 0.09% | 127 |
|
|
2024
Q1 | $292M | Buy |
3,653,389
+139,067
| +4% | +$10.6M | 0.09% | 132 |
|
|
2023
Q4 | $267M | Sell |
3,514,322
-280,229
| -7% | -$19.8M | 0.08% | 138 |
|
|
2023
Q3 | $288M | Buy |
3,794,551
+43,474
| +1% | +$3.11M | 0.1% | 122 |
|
|
2023
Q2 | $285M | Buy |
3,751,077
+445,045
| +13% | +$32.3M | 0.1% | 116 |
|
|
2023
Q1 | $251M | Buy |
3,306,032
+297,671
| +10% | +$20.8M | 0.1% | 118 |
|
|
2022
Q4 | $229M | Sell |
3,008,361
-320,566
| -10% | -$20.1M | 0.1% | 129 |
|
|
2022
Q3 | $253K | Buy |
3,328,927
+8,291
| +0.2% | +$517K | 0.11% | 118 |
|
|
2022
Q2 | $251K | Sell |
3,320,636
-137,576
| -4% | -$9.36M | 0.12% | 125 |
|
|
2022
Q1 | $262M | Sell |
3,458,212
-120,564
| -3% | -$9.02M | 0.13% | 130 |
|
|
2021
Q4 | $287M | Buy |
3,578,776
+107,832
| +3% | +$8.54M | 0.15% | 120 |
|
|
2021
Q3 | $279M | Buy |
3,470,944
+144,646
| +4% | +$11.6M | 0.13% | 142 |
|
|
2021
Q2 | $265M | Buy |
3,326,298
+2,844,083
| +590% | +$226M | 0.13% | 135 |
|
|
2021
Q1 | $37.5M | Sell |
482,215
-347,055
| -42% | -$26.1M | 0.02% | 489 |
|
|
2020
Q4 | $62M | Sell |
829,270
-716,504
| -46% | -$49M | 0.04% | 364 |
|
|
2020
Q3 | $99.2M | Buy |
1,545,774
+773,889
| +100% | +$49.5M | 0.08% | 197 |
|
|
2020
Q2 | $47.6M | Buy |
771,885
+214,481
| +38% | +$12.4M | 0.04% | 333 |
|
|
2020
Q1 | $29M | Sell |
557,404
-468,305
| -46% | -$29.7M | 0.03% | 400 |
|
|
2019
Q4 | $71.2M | Buy |
1,025,709
+138,191
| +16% | +$9.33M | 0.05% | 313 |
|
|
2019
Q3 | $57.9M | Sell |
887,518
-4,410,278
| -83% | -$284M | 0.05% | 319 |
|
|
2019
Q2 | $348M | Sell |
5,297,796
-1,407,339
| -21% | -$92.1M | 0.29% | 71 |
|
|
2019
Q1 | $435M | Sell |
6,705,135
-162,888
| -2% | -$10.3M | 0.37% | 56 |
|
|
2018
Q4 | $404M | Sell |
6,868,023
-4,424,748
| -39% | -$276M | 0.38% | 60 |
|
|
2018
Q3 | $768M | Buy |
11,292,771
+4,487,615
| +66% | +$303M | 0.6% | 33 |
|
|
2018
Q2 | $456M | Sell |
6,805,156
-176,284
| -3% | -$12.4M | 0.38% | 50 |
|
|
2018
Q1 | $486M | Sell |
6,981,440
-595,863
| -8% | -$42.5M | 0.43% | 46 |
|
|
2017
Q4 | $533M | Sell |
7,577,303
-379,187
| -5% | -$26.4M | 0.46% | 39 |
|
|
2017
Q3 | $545M | Buy |
7,956,490
+103,514
| +1% | +$6.92M | 0.5% | 36 |
|
|
2017
Q2 | $512M | Buy |
7,852,976
+2,026,325
| +35% | +$131M | 0.49% | 35 |
|
|
2017
Q1 | $363M | Sell |
5,826,651
-295,113
| -5% | -$17.8M | 0.34% | 58 |
|
|
2016
Q4 | $348M | Sell |
6,121,764
-266,057
| -4% | -$15.3M | 0.37% | 52 |
|
|
2016
Q3 | $378M | Sell |
6,387,821
-957,533
| -13% | -$55.5M | 0.41% | 43 |
|
|
2016
Q2 | $410M | Sell |
7,345,354
-572,119
| -7% | -$32.9M | 0.47% | 39 |
|
|
2016
Q1 | $453M | Buy |
7,917,473
+454,097
| +6% | +$25M | 0.48% | 34 |
|
|
2015
Q4 | $438M | Buy |
7,463,376
+2,686,436
| +56% | +$162M | 0.52% | 31 |
|
|
2015
Q3 | $274M | Buy |
4,776,940
+842,411
| +21% | +$52M | 0.38% | 52 |
|
|
2015
Q2 | $250M | Buy |
3,934,529
+289,689
| +8% | +$19.3M | 0.29% | 73 |
|
|
2015
Q1 | $234M | Sell |
3,644,840
-530,276
| -13% | -$33.4M | 0.27% | 79 |
|
|
2014
Q4 | $254M | Buy |
4,175,116
+398,663
| +11% | +$24.9M | 0.29% | 65 |
|
|
2014
Q3 | $242M | Buy |
3,776,453
+104,827
| +3% | +$6.99M | 0.27% | 79 |
|
|
2014
Q2 | $251M | Buy |
3,671,626
+61,801
| +2% | +$4.24M | 0.28% | 74 |
|
|
2014
Q1 | $243M | Sell |
3,609,825
-327,744
| -8% | -$21.7M | 0.31% | 69 |
|
|
2013
Q4 | $264M | Buy |
3,937,569
+442,849
| +13% | +$28.9M | 0.36% | 59 |
|
|
2013
Q3 | $223M | Buy |
3,494,720
+222,670
| +7% | +$13.6M | 0.35% | 59 |
|
|
2013
Q2 | $187M | Buy |
+3,272,050
| New | +$198M | 0.33% | 65 |
|
Other funds holding EFA
NMIMC
Bank of Montreal's EFA Position: Q1 2026 in Review
Bank of Montreal increased its iShares MSCI EAFE ETF (EFA) stake by 6.8% in Q1 2026, buying an estimated $29.8M and bringing the position to 4,668,948 shares worth $453M. The position accounts for 0.17% of the portfolio, ranked #106.
Bank of Montreal first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $768M in Q3 2018. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Bank of Montreal held 4,668,948 shares of iShares MSCI EAFE ETF worth $453M as of Q1 2026.
- Bank of Montreal bought 297,971 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $29.8M.
- iShares MSCI EAFE ETF made up 0.17% of Bank of Montreal's portfolio in Q1 2026, its #106 holding.
- Bank of Montreal first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's iShares MSCI EAFE ETF position peaked at $768M in Q3 2018.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.