Bank of Montreal
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Bank of Montreal’s iShares North American Natural Resources ETF IGE Stock Holding History

Bank of Montreal’s Portfolio IGE Stock Details IGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$2.01K – 3877
2025
Q4 		$2.01K Hold
40
– – ﹤0.01% 3541
2025
Q3 		$1.96K Hold
40
– – ﹤0.01% 3463
2025
Q2 		$1.77K Sell
40
-90
-69% -$3.86K ﹤0.01% 3456
2025
Q1 		$5.91K Sell
130
-100
-43% -$4.46K ﹤0.01% 3348
2024
Q4 		$9.83K Sell
230
-9,025
-98% -$408K ﹤0.01% 3338
2024
Q3 		$407K Sell
9,255
-30
-0.3% -$1.32K ﹤0.01% 2545
2024
Q2 		$417K Sell
9,285
-9,573
-51% -$430K ﹤0.01% 2508
2024
Q1 		$849K Buy
18,858
+394
+2% +$16.2K ﹤0.01% 2096
2023
Q4 		$763K Sell
18,464
-731
-4% -$29.6K ﹤0.01% 2233
2023
Q3 		$831K Buy
19,195
+8
+0% +$330 ﹤0.01% 2157
2023
Q2 		$747K Sell
19,187
-30
-0.2% -$1.16K ﹤0.01% 2339
2023
Q1 		$779K Buy
+19,217
New +$775K ﹤0.01% 2205
2020
Q1 		– Sell
-715
Closed -$21K – 4356
2019
Q4 		$21K Buy
+715
New +$20.9K ﹤0.01% 4290
2019
Q1 		– Sell
-1,256
Closed -$34K – 4512
2018
Q4 		$34K Buy
+1,256
New +$39.6K ﹤0.01% 3437
2016
Q1 		– Sell
-1,091,371
Closed -$30.7M – 4292
2015
Q4 		$30.7M Buy
+1,091,371
New +$33.9M 0.04% 353
2015
Q3 		– Sell
-3,165
Closed -$115K – 4068
2015
Q2 		$115K Buy
3,165
+300
+10% +$11.6K ﹤0.01% 2677
2015
Q1 		$108K Sell
2,865
-862
-23% -$32.5K ﹤0.01% 2599
2014
Q4 		$143K Buy
3,727
+3
+0.1% +$122 ﹤0.01% 2614
2014
Q3 		$166K Sell
3,724
-147
-4% -$7.08K ﹤0.01% 2613
2014
Q2 		$193K Buy
3,871
+153
+4% +$7.17K ﹤0.01% 2525
2014
Q1 		$165K Buy
3,718
+4
+0.1% +$171 ﹤0.01% 2584
2013
Q4 		$161K Sell
3,714
-462
-11% -$19.7K ﹤0.01% 2327
2013
Q3 		$173K Buy
4,176
+469
+13% +$19.1K ﹤0.01% 2302
2013
Q2 		$142K Buy
+3,707
New +$146K ﹤0.01% 2307

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of Montreal's IGE Position: Q1 2026 in Review

Bank of Montreal sold out of iShares North American Natural Resources ETF (IGE) in Q1 2026, closing a stake of 40 shares — an estimated $2.01K sold.

Bank of Montreal first reported a position in IGE in Q2 2013 and held it in 24 quarters. The position peaked at $30.7M in Q4 2015. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Bank of Montreal reported no remaining iShares North American Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 40 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $2.01K.
  • Bank of Montreal first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 24 quarters.
  • Bank of Montreal's iShares North American Natural Resources ETF position peaked at $30.7M in Q4 2015.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.