Bank of Montreal’s IQ Healthy Hearts ETF HART Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,606	Closed	-$53.6K	–	3712
2024 Q3	$53.6K	Buy	1,606 +397	+33%	+$12.8K	﹤0.01%	3397
2024 Q2	$36.4K	Buy	+1,209	New	+$36.5K	﹤0.01%	3481

Other funds holding HART

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Montreal sold out of IQ Healthy Hearts ETF (HART) in Q4 2024, closing a stake of 1,606 shares — an estimated $53.6K sold.

Bank of Montreal first reported a position in HART in Q2 2024 and held it in 2 quarters. The position peaked at $53.6K in Q3 2024. 5 funds tracked by Wall St. Rank hold HART as of Q4 2024.

Bank of Montreal reported no remaining IQ Healthy Hearts ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 1,606 IQ Healthy Hearts ETF shares in Q4 2024, an estimated $53.6K.
Bank of Montreal first reported a position in IQ Healthy Hearts ETF in Q2 2024 and held it in 2 quarters.
Bank of Montreal's IQ Healthy Hearts ETF position peaked at $53.6K in Q3 2024.
5 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q4 2024.

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