Bank of Montreal’s iShares MSCI Italy ETF EWI Stock Holding History

Bank of Montreal’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-250,000	Closed	-$5.09M	–	4675
2020 Q1	$5.09M	Buy	+250,000	New	+$6.67M	0.01%	977

Other funds holding EWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Bank of Montreal's EWI Position: Q4 2024 in Review

Bank of Montreal sold out of iShares MSCI Italy ETF (EWI) in Q4 2024, closing a stake of 33 shares — an estimated $1.3K sold.

Bank of Montreal first reported a position in EWI in Q2 2013 and held it in 34 quarters. The position peaked at $2.77M in Q2 2023. 95 funds tracked by Wall St. Rank hold EWI as of Q4 2024.

Bank of Montreal reported no remaining iShares MSCI Italy ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 33 iShares MSCI Italy ETF shares in Q4 2024, an estimated $1.3K.
Bank of Montreal first reported a position in iShares MSCI Italy ETF in Q2 2013 and held it in 34 quarters.
Bank of Montreal's iShares MSCI Italy ETF position peaked at $2.77M in Q2 2023.
95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.