Bank of Montreal
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Bank of Montreal’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Bank of Montreal’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-712
Closed -$30.5K – 3964
2024
Q1 		$30.5K Hold
712
– – ﹤0.01% 3556
2023
Q4 		$30.9K Buy
+712
New +$29.5K ﹤0.01% 3669
2023
Q3 		– Sell
-712
Closed -$30.4K – 3921
2023
Q2 		$30.4K Buy
+712
New +$30.5K ﹤0.01% 3678

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of Montreal's EUSB Position: Q2 2024 in Review

Bank of Montreal sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024, closing a stake of 712 shares — an estimated $30.5K sold.

Bank of Montreal first reported a position in EUSB in Q2 2023 and held it in 3 quarters. The position peaked at $30.9K in Q4 2023. 140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

  • Bank of Montreal reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 712 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2024, an estimated $30.5K.
  • Bank of Montreal first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2023 and held it in 3 quarters.
  • Bank of Montreal's iShares ESG Advanced Universal USD Bond ETF position peaked at $30.9K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.