Bank of Montreal’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.21M | Buy |
150,083
+22,329
| +17% | +$1.17M | ﹤0.01% | 1223 |
|
|
2026
Q1 | $5.81M | Buy |
127,754
+17,856
| +16% | +$844K | ﹤0.01% | 1277 |
|
|
2025
Q4 | $4.85M | Buy |
109,898
+68,831
| +168% | +$3.03M | ﹤0.01% | 1341 |
|
|
2025
Q3 | $1.78M | Buy |
41,067
+620
| +2% | +$25.3K | ﹤0.01% | 1706 |
|
|
2025
Q2 | $1.58M | Buy |
40,447
+2,862
| +8% | +$104K | ﹤0.01% | 1680 |
|
|
2025
Q1 | $1.31M | Buy |
37,585
+34,585
| +1,153% | +$1.2M | ﹤0.01% | 1694 |
|
|
2024
Q4 | $100K | Sell |
3,000
-259,673
| -99% | -$9.16M | ﹤0.01% | 2950 |
|
|
2024
Q3 | $9.72M | Buy |
262,673
+259,946
| +9,532% | +$8.88M | ﹤0.01% | 1056 |
|
|
2024
Q2 | $91.4K | Sell |
2,727
-1,077,737
| -100% | -$35.5M | ﹤0.01% | 3263 |
|
|
2024
Q1 | $35.2M | Buy |
1,080,464
+1,077,737
| +39,521% | +$34M | 0.01% | 551 |
|
|
2023
Q4 | $87.6K | Sell |
2,727
-22,084
| -89% | -$681K | ﹤0.01% | 3414 |
|
|
2023
Q3 | $787K | Buy |
24,811
+22,464
| +957% | +$711K | ﹤0.01% | 2181 |
|
|
2023
Q2 | $76.7K | Sell |
2,347
-33,477
| -93% | -$1.05M | ﹤0.01% | 3510 |
|
|
2023
Q1 | $1.14M | Buy |
35,824
+33,883
| +1,746% | +$1.07M | ﹤0.01% | 1974 |
|
|
2022
Q4 | $61.5K | Hold |
1,941
| – | – | ﹤0.01% | 3488 |
|
|
2022
Q3 | $61K | Hold |
1,941
| – | – | ﹤0.01% | 3578 |
|
|
2022
Q2 | $66K | Hold |
1,941
| – | – | ﹤0.01% | 3561 |
|
|
2022
Q1 | $72K | Sell |
1,941
-32
| -2% | -$1.23K | ﹤0.01% | 3721 |
|
|
2021
Q4 | $79K | Buy |
1,973
+32
| +2% | +$1.32K | ﹤0.01% | 3162 |
|
|
2021
Q3 | $80K | Buy |
1,941
+321
| +20% | +$13.7K | ﹤0.01% | 3486 |
|
|
2021
Q2 | $74K | Sell |
1,620
-8,885
| -85% | -$393K | ﹤0.01% | 3374 |
|
|
2021
Q1 | $461K | Sell |
10,505
-582,095
| -98% | -$25.9M | ﹤0.01% | 2688 |
|
|
2020
Q4 | $26M | Buy |
592,600
+178,385
| +43% | +$6.95M | 0.02% | 611 |
|
|
2020
Q3 | $14.9M | Buy |
414,215
+41,719
| +11% | +$1.48M | 0.01% | 694 |
|
|
2020
Q2 | $13M | Buy |
372,496
+122,982
| +49% | +$3.69M | 0.01% | 724 |
|
|
2020
Q1 | $6.75M | Buy |
+249,514
| New | +$8.24M | 0.01% | 856 |
|
|
2019
Q2 | – | Sell |
-2,400
| Closed | -$82K | – | 4909 |
|
|
2019
Q1 | $82K | Hold |
2,400
| – | – | ﹤0.01% | 3145 |
|
|
2018
Q4 | $74K | Hold |
2,400
| – | – | ﹤0.01% | 3098 |
|
|
2018
Q3 | $80K | Hold |
2,400
| – | – | ﹤0.01% | 3198 |
|
|
2018
Q2 | $81K | Hold |
2,400
| – | – | ﹤0.01% | 3226 |
|
|
2018
Q1 | $91K | Hold |
2,400
| – | – | ﹤0.01% | 3001 |
|
|
2017
Q4 | $89K | Hold |
2,400
| – | – | ﹤0.01% | 3044 |
|
|
2017
Q3 | $83K | Buy |
+2,400
| New | +$81.8K | ﹤0.01% | 3059 |
|
Other funds holding ESGE
WL
TWIM
Bank of Montreal's ESGE Position: Q2 2026 in Review
Bank of Montreal increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 17% in Q2 2026, buying an estimated $1.17M and bringing the position to 150,083 shares worth $8.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1223.
Bank of Montreal first reported a position in ESGE in Q3 2017 and has held it in 33 quarters since. The position peaked at $35.2M in Q1 2024. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.
- Bank of Montreal held 150,083 shares of iShares ESG Aware MSCI EM ETF worth $8.21M as of Q2 2026.
- Bank of Montreal bought 22,329 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $1.17M.
- iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1223 holding.
- Bank of Montreal first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2017 and has held it in 33 quarters since.
- Bank of Montreal's iShares ESG Aware MSCI EM ETF position peaked at $35.2M in Q1 2024.
- 634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.