Bank of Montreal’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,985	Closed	-$125K	–	3732
2024 Q3	$125K	Buy	+3,985	New	+$121K	﹤0.01%	3186
2024 Q1	–	Sell	-516	Closed	-$14.3K	–	4098
2023 Q4	$14.3K	Buy	+516	New	+$12.7K	﹤0.01%	3761

Other funds holding IDAT

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q4 2024, closing a stake of 3,985 shares — an estimated $125K sold.

Bank of Montreal first reported a position in IDAT in Q4 2023 and held it in 2 quarters. The position peaked at $125K in Q3 2024. 7 funds tracked by Wall St. Rank hold IDAT as of Q4 2024.

Bank of Montreal reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 3,985 iShares Future Cloud 5G and Tech ETF shares in Q4 2024, an estimated $125K.
Bank of Montreal first reported a position in iShares Future Cloud 5G and Tech ETF in Q4 2023 and held it in 2 quarters.
Bank of Montreal's iShares Future Cloud 5G and Tech ETF position peaked at $125K in Q3 2024.
7 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q4 2024.

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