Bank of Montreal
ERTH icon

Bank of Montreal’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Bank of Montreal’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.8K Sell
1,324
-230
-15% -$11K ﹤0.01% 3239
2025
Q4 		$73.3K Buy
1,554
+226
+17% +$10.7K ﹤0.01% 3117
2025
Q3 		$63.3K Sell
1,328
-447
-25% -$20.1K ﹤0.01% 3068
2025
Q2 		$75.4K Buy
1,775
+399
+29% +$16.2K ﹤0.01% 3057
2025
Q1 		$53.4K Hold
1,376
– – ﹤0.01% 3056
2024
Q4 		$55.6K Sell
1,376
-54,499
-98% -$2.31M ﹤0.01% 3089
2024
Q3 		$2.53M Buy
55,875
+54,500
+3,964% +$2.29M ﹤0.01% 1594
2024
Q2 		$59K Sell
1,375
-5,487
-80% -$226K ﹤0.01% 3393
2024
Q1 		$295K Sell
6,862
-6,841
-50% -$289K ﹤0.01% 2787
2023
Q4 		$651K Buy
13,703
+8,736
+176% +$373K ﹤0.01% 2330
2023
Q3 		$235K Sell
4,967
-2,047
-29% -$99.5K ﹤0.01% 2966
2023
Q2 		$349K Buy
7,014
+4,524
+182% +$215K ﹤0.01% 2843
2023
Q1 		$123K Buy
2,490
+790
+46% +$39.4K ﹤0.01% 3191
2022
Q4 		$81.6K Sell
1,700
-4,500
-73% -$220K ﹤0.01% 3423
2022
Q3 		$345 Sell
6,200
-1,376
-18% -$76.6K ﹤0.01% 2839
2022
Q2 		$423 Sell
7,576
-1,215
-14% -$67.7K ﹤0.01% 2791
2022
Q1 		$547K Buy
8,791
+4,322
+97% +$261K ﹤0.01% 2766
2021
Q4 		$297K Hold
4,469
– – ﹤0.01% 2730
2021
Q3 		$284K Sell
4,469
-5
-0.1% -$331 ﹤0.01% 3161
2021
Q2 		$310K Buy
4,474
+2,890
+182% +$212K ﹤0.01% 3044
2021
Q1 		$119K Hold
1,584
– – ﹤0.01% 3322
2020
Q4 		$129K Hold
1,584
– – ﹤0.01% 3448
2020
Q3 		$96K Buy
1,584
+69
+5% +$3.83K ﹤0.01% 3096
2020
Q2 		$76K Sell
1,515
-1
-0.1% -$44 ﹤0.01% 3223
2020
Q1 		$55K Hold
1,516
– – ﹤0.01% 2855
2019
Q4 		$76K Buy
1,516
+376
+33% +$17.6K ﹤0.01% 3622
2019
Q3 		$51K Sell
1,140
-2,600
-70% -$115K ﹤0.01% 3611
2019
Q2 		$171K Hold
3,740
– – ﹤0.01% 3014
2019
Q1 		$158K Buy
3,740
+325
+10% +$13.3K ﹤0.01% 2843
2018
Q4 		$126K Buy
3,415
+1,275
+60% +$50K ﹤0.01% 2827
2018
Q3 		$93K Sell
2,140
-335
-14% -$14.5K ﹤0.01% 3133
2018
Q2 		$105K Hold
2,475
– – ﹤0.01% 3092
2018
Q1 		$106K Buy
2,475
+1,035
+72% +$45.2K ﹤0.01% 2938
2017
Q4 		$61K Buy
1,440
+600
+71% +$25.2K ﹤0.01% 3196
2017
Q3 		$35K Buy
840
+115
+16% +$4.55K ﹤0.01% 3359
2017
Q2 		$28K Hold
725
– – ﹤0.01% 3407
2017
Q1 		$26K Buy
+725
New +$24.9K ﹤0.01% 3283
2015
Q3 		– Sell
-928
Closed -$28K – 4021
2015
Q2 		$28K Hold
928
– – ﹤0.01% 3183
2015
Q1 		$28K Hold
928
– – ﹤0.01% 3142
2014
Q4 		$27K Hold
928
– – ﹤0.01% 3252
2014
Q3 		$27K Hold
928
– – ﹤0.01% 3359
2014
Q2 		$31K Hold
928
– – ﹤0.01% 3404
2014
Q1 		$30K Hold
928
– – ﹤0.01% 3333
2013
Q4 		$29K Hold
928
– – ﹤0.01% 3090
2013
Q3 		$27K Hold
928
– – ﹤0.01% 3080
2013
Q2 		$23K Buy
+928
New +$23.8K ﹤0.01% 3026

Other funds holding ERTH

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

Bank of Montreal reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 15% in Q1 2026, selling an estimated $11K and leaving 1,324 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Bank of Montreal first reported a position in ERTH in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.53M in Q3 2024. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • Bank of Montreal held 1,324 shares of Invesco MSCI Sustainable Future ETF worth $62.8K as of Q1 2026.
  • Bank of Montreal sold 230 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $11K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3239 holding.
  • Bank of Montreal first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and has held it in 46 quarters since.
  • Bank of Montreal's Invesco MSCI Sustainable Future ETF position peaked at $2.53M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

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