Bank of Montreal
EFRA icon

Bank of Montreal’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

Bank of Montreal’s Portfolio EFRA Stock Details EFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.7K Hold
691
– – ﹤0.01% 3456
2025
Q4 		$23.1K Hold
691
– – ﹤0.01% 3330
2025
Q3 		$23.7K Hold
691
– – ﹤0.01% 3257
2025
Q2 		$23K Hold
691
– – ﹤0.01% 3262
2025
Q1 		$21K Hold
691
– – ﹤0.01% 3212
2024
Q4 		$21K Hold
691
– – ﹤0.01% 3250
2024
Q3 		$23.4K Hold
691
– – ﹤0.01% 3553
2024
Q2 		$22.1K Buy
691
+381
+123% +$11.8K ﹤0.01% 3571
2024
Q1 		$9.58K Sell
310
-1,952
-86% -$57.1K ﹤0.01% 3695
2023
Q4 		$66.5K Buy
+2,262
New +$60.7K ﹤0.01% 3484

Other funds holding EFRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal held its iShares Environmental Infrastructure and Industrials ETF (EFRA) position steady in Q1 2026 at 691 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Bank of Montreal first reported a position in EFRA in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.5K in Q4 2023. 9 funds tracked by Wall St. Rank hold EFRA as of Q1 2026.

  • Bank of Montreal held 691 shares of iShares Environmental Infrastructure and Industrials ETF worth $23.7K as of Q1 2026.
  • Bank of Montreal left its iShares Environmental Infrastructure and Industrials ETF share count unchanged in Q1 2026.
  • iShares Environmental Infrastructure and Industrials ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3456 holding.
  • Bank of Montreal first reported a position in iShares Environmental Infrastructure and Industrials ETF in Q4 2023 and has held it in 10 quarters since.
  • Bank of Montreal's iShares Environmental Infrastructure and Industrials ETF position peaked at $66.5K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q1 2026.

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