Bank of Montreal
ESGD icon

Bank of Montreal’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bank of Montreal’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$536K Sell
5,214
-625
-11% -$63.5K ﹤0.01% 2428
2026
Q1 		$558K Hold
5,839
– – ﹤0.01% 2342
2025
Q4 		$555K Sell
5,839
-165
-3% -$15.6K ﹤0.01% 2258
2025
Q3 		$558K Buy
6,004
+693
+13% +$62.7K ﹤0.01% 2218
2025
Q2 		$474K Buy
5,311
+47
+0.9% +$4.01K ﹤0.01% 2317
2025
Q1 		$430K Buy
5,264
+3,106
+144% +$251K ﹤0.01% 2286
2024
Q4 		$164K Buy
2,158
+1,677
+349% +$133K ﹤0.01% 2818
2024
Q3 		$40.6K Hold
481
– – ﹤0.01% 3455
2024
Q2 		$38.1K Sell
481
-127
-21% -$10.1K ﹤0.01% 3470
2024
Q1 		$48.6K Hold
608
– – ﹤0.01% 3458
2023
Q4 		$46K Sell
608
-22,007
-97% -$1.56M ﹤0.01% 3589
2023
Q3 		$1.63M Buy
22,615
+21,702
+2,377% +$1.56M ﹤0.01% 1806
2023
Q2 		$67.6K Buy
913
+252
+38% +$18.4K ﹤0.01% 3542
2023
Q1 		$47.6K Sell
661
-656
-50% -$46K ﹤0.01% 3380
2022
Q4 		$86.9K Sell
1,317
-530
-29% -$33.3K ﹤0.01% 3398
2022
Q3 		$112 Sell
1,847
-127,679
-99% -$8M ﹤0.01% 3429
2022
Q2 		$8.21K Sell
129,526
-600,155
-82% -$41M ﹤0.01% 1149
2022
Q1 		$54.7M Buy
729,681
+729,400
+259,573% +$54.9M 0.03% 433
2021
Q4 		$23K Sell
281
-5,902
-95% -$470K ﹤0.01% 3327
2021
Q3 		$487K Buy
6,183
+892
+17% +$71.6K ﹤0.01% 2893
2021
Q2 		$422K Buy
5,291
+1,900
+56% +$151K ﹤0.01% 2910
2021
Q1 		$264K Buy
3,391
+2,645
+355% +$199K ﹤0.01% 2988
2020
Q4 		$56K Buy
+746
New +$50.9K ﹤0.01% 3889
2019
Q2 		– Sell
-1,200
Closed -$76K – 4908
2019
Q1 		$76K Hold
1,200
– – ﹤0.01% 3184
2018
Q4 		$69K Hold
1,200
– – ﹤0.01% 3135
2018
Q3 		$79K Hold
1,200
– – ﹤0.01% 3203
2018
Q2 		$78K Hold
1,200
– – ﹤0.01% 3247
2018
Q1 		$81K Hold
1,200
– – ﹤0.01% 3047
2017
Q4 		$81K Hold
1,200
– – ﹤0.01% 3081
2017
Q3 		$80K Buy
+1,200
New +$77.4K ﹤0.01% 3067

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of Montreal's ESGD Position: Q2 2026 in Review

Bank of Montreal reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q2 2026, selling an estimated $63.5K and leaving 5,214 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Bank of Montreal first reported a position in ESGD in Q3 2017 and has held it in 30 quarters since. The position peaked at $54.7M in Q1 2022. 728 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bank of Montreal held 5,214 shares of iShares ESG Aware MSCI EAFE ETF worth $536K as of Q2 2026.
  • Bank of Montreal sold 625 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $63.5K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2428 holding.
  • Bank of Montreal first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2017 and has held it in 30 quarters since.
  • Bank of Montreal's iShares ESG Aware MSCI EAFE ETF position peaked at $54.7M in Q1 2022.
  • 728 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.