Bank of Montreal’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21K	Sell	143 -463	-76%	-$10.8K	﹤0.01%	3767
2026 Q1	$13.7K	Buy	606 +431	+246%	+$10.4K	﹤0.01%	3526
2025 Q4	$4.06K	Buy	175 +83	+90%	+$1.94K	﹤0.01%	3512
2025 Q3	$2.17K	Hold	92	–	–	﹤0.01%	3460
2025 Q2	$2.1K	Buy	+92	New	+$2K	﹤0.01%	3447
2025 Q1	–	Sell	-10	Closed	-$198	–	3599
2024 Q4	$198	Sell	10 -136	-93%	-$2.92K	﹤0.01%	3483
2024 Q3	$3.43K	Buy	+146	New	+$3.17K	﹤0.01%	3745
2024 Q1	–	Sell	-36,553	Closed	-$801K	–	4064
2023 Q4	$801K	Buy	+36,553	New	+$731K	﹤0.01%	2186
2021 Q2	–	Sell	-84	Closed	-$2K	–	4191
2021 Q1	$2K	Buy	84 +77	+1,100%	+$2.08K	﹤0.01%	4903
2020 Q4	$0	Buy	+7	New	+$178	﹤0.01%	5017

Other funds holding HAUZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Bank of Montreal's HAUZ Position: Q2 2026 in Review

Bank of Montreal reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 76% in Q2 2026, selling an estimated $10.8K and leaving 143 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Bank of Montreal first reported a position in HAUZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $801K in Q4 2023. 112 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

Bank of Montreal held 143 shares of Xtrackers International Real Estate ETF worth $3.21K as of Q2 2026.
Bank of Montreal sold 463 Xtrackers International Real Estate ETF shares in Q2 2026, an estimated $10.8K.
Xtrackers International Real Estate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3767 holding.
Bank of Montreal first reported a position in Xtrackers International Real Estate ETF in Q4 2020 and has held it in 10 quarters since.
Bank of Montreal's Xtrackers International Real Estate ETF position peaked at $801K in Q4 2023.
112 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.