Bank of Montreal
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Bank of Montreal’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bank of Montreal’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
85,842
+39,389
+85% +$5.83M ﹤0.01% 1025
2025
Q4 		$6.92M Buy
46,453
+41,771
+892% +$6.18M ﹤0.01% 1229
2025
Q3 		$682K Buy
4,682
+230
+5% +$32.2K ﹤0.01% 2126
2025
Q2 		$602K Buy
4,452
+127
+3% +$15.9K ﹤0.01% 2177
2025
Q1 		$527K Buy
4,325
+2,007
+87% +$258K ﹤0.01% 2164
2024
Q4 		$299K Buy
2,318
+203
+10% +$26.3K ﹤0.01% 2557
2024
Q3 		$266K Sell
2,115
-2,369
-53% -$288K ﹤0.01% 2859
2024
Q2 		$539K Sell
4,484
-24,787
-85% -$2.85M ﹤0.01% 2356
2024
Q1 		$3.37M Buy
29,271
+27,458
+1,515% +$3.01M ﹤0.01% 1383
2023
Q4 		$191K Buy
1,813
+1,054
+139% +$103K ﹤0.01% 3154
2023
Q3 		$74.4K Sell
759
-154
-17% -$15.1K ﹤0.01% 3347
2023
Q2 		$89.1K Sell
913
-1,150
-56% -$106K ﹤0.01% 3477
2023
Q1 		$187K Buy
2,063
+1,354
+191% +$120K ﹤0.01% 3047
2022
Q4 		$60.1K Buy
709
+80
+13% +$6.83K ﹤0.01% 3497
2022
Q3 		$54 Hold
629
– – ﹤0.01% 3615
2022
Q2 		$58 Sell
629
-283
-31% -$25.9K ﹤0.01% 3593
2022
Q1 		$94K Buy
912
+77
+9% +$7.71K ﹤0.01% 3662
2021
Q4 		$91K Sell
835
-23
-3% -$2.41K ﹤0.01% 3148
2021
Q3 		$88K Buy
858
+280
+48% +$28.4K ﹤0.01% 3476
2021
Q2 		$57K Sell
578
-3,530
-86% -$338K ﹤0.01% 3405
2021
Q1 		$386K Sell
4,108
-585,586
-99% -$52.1M ﹤0.01% 2794
2020
Q4 		$51.5M Buy
589,694
+210,171
+55% +$17.1M 0.03% 413
2020
Q3 		$29M Buy
379,523
+41,968
+12% +$3.16M 0.02% 479
2020
Q2 		$24.1M Buy
337,555
+154,243
+84% +$10.2M 0.02% 527
2020
Q1 		$10.3M Buy
+183,312
New +$12.5M 0.01% 696

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Montreal increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 85% in Q1 2026, buying an estimated $5.83M and bringing the position to 85,842 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Bank of Montreal first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.5M in Q4 2020. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Bank of Montreal held 85,842 shares of iShares ESG Aware MSCI USA ETF worth $12.1M as of Q1 2026.
  • Bank of Montreal bought 39,389 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $5.83M.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1025 holding.
  • Bank of Montreal first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank of Montreal's iShares ESG Aware MSCI USA ETF position peaked at $51.5M in Q4 2020.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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