Bank of Montreal’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $120K | Sell |
1,053
-1,140
| -52% | -$135K | ﹤0.01% | 3087 |
|
|
2025
Q4 | $265K | Buy |
2,193
+1,210
| +123% | +$141K | ﹤0.01% | 2672 |
|
|
2025
Q3 | $115K | Hold |
983
| – | – | ﹤0.01% | 2935 |
|
|
2025
Q2 | $109K | Hold |
983
| – | – | ﹤0.01% | 2969 |
|
|
2025
Q1 | $101K | Hold |
983
| – | – | ﹤0.01% | 2915 |
|
|
2024
Q4 | $94.4K | Buy |
983
+70
| +8% | +$6.83K | ﹤0.01% | 2967 |
|
|
2024
Q3 | $86.2K | Hold |
913
| – | – | ﹤0.01% | 3288 |
|
|
2024
Q2 | $78.2K | Sell |
913
-26,480
| -97% | -$2.27M | ﹤0.01% | 3315 |
|
|
2024
Q1 | $2.37M | Buy |
27,393
+26,198
| +2,192% | +$2.13M | ﹤0.01% | 1543 |
|
|
2023
Q4 | $94.2K | Sell |
1,195
-47,969
| -98% | -$3.5M | ﹤0.01% | 3396 |
|
|
2023
Q3 | $3.59M | Buy |
49,164
+49,051
| +43,408% | +$3.56M | ﹤0.01% | 1415 |
|
|
2023
Q2 | $8.1K | Sell |
113
-96,177
| -100% | -$6.76M | ﹤0.01% | 3815 |
|
|
2023
Q1 | $7.32M | Buy |
96,290
+96,081
| +45,972% | +$7.01M | ﹤0.01% | 1060 |
|
|
2022
Q4 | $14.7K | Sell |
209
-1,287
| -86% | -$87.9K | ﹤0.01% | 3734 |
|
|
2022
Q3 | $101 | Buy |
1,496
+283
| +23% | +$19K | ﹤0.01% | 3466 |
|
|
2022
Q2 | $82 | Hold |
1,213
| – | – | ﹤0.01% | 3506 |
|
|
2022
Q1 | $99K | Sell |
1,213
-1,938
| -62% | -$157K | ﹤0.01% | 3649 |
|
|
2021
Q4 | $253K | Buy |
3,151
+1,938
| +160% | +$157K | ﹤0.01% | 2836 |
|
|
2021
Q3 | $97K | Buy |
1,213
+463
| +62% | +$36.3K | ﹤0.01% | 3458 |
|
|
2021
Q2 | $61K | Hold |
750
| – | – | ﹤0.01% | 3397 |
|
|
2021
Q1 | $56K | Buy |
750
+597
| +390% | +$41.8K | ﹤0.01% | 3645 |
|
|
2020
Q4 | $10K | Buy |
153
+3
| +2% | +$178 | ﹤0.01% | 4644 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 4228 |
|
|
2020
Q2 | $8K | Sell |
150
-278
| -65% | -$14K | ﹤0.01% | 4271 |
|
|
2020
Q1 | $19K | Buy |
428
+203
| +90% | +$12.5K | ﹤0.01% | 3268 |
|
|
2019
Q4 | $15K | Sell |
225
-122
| -35% | -$8.11K | ﹤0.01% | 4444 |
|
|
2019
Q3 | $22K | Sell |
347
-1,500
| -81% | -$94.3K | ﹤0.01% | 4041 |
|
|
2019
Q2 | $118K | Buy |
1,847
+1,500
| +432% | +$95.7K | ﹤0.01% | 3240 |
|
|
2019
Q1 | $21K | Hold |
347
| – | – | ﹤0.01% | 3660 |
|
|
2018
Q4 | $20K | Hold |
347
| – | – | ﹤0.01% | 3646 |
|
|
2018
Q3 | $23K | Hold |
347
| – | – | ﹤0.01% | 3663 |
|
|
2018
Q2 | $22K | Hold |
347
| – | – | ﹤0.01% | 3709 |
|
|
2018
Q1 | $24K | Hold |
347
| – | – | ﹤0.01% | 3504 |
|
|
2017
Q4 | $24K | Hold |
347
| – | – | ﹤0.01% | 3528 |
|
|
2017
Q3 | $23K | Hold |
347
| – | – | ﹤0.01% | 3477 |
|
|
2017
Q2 | $22K | Sell |
347
-195
| -36% | -$12K | ﹤0.01% | 3506 |
|
|
2017
Q1 | $33K | Sell |
542
-80
| -13% | -$4.83K | ﹤0.01% | 3211 |
|
|
2016
Q4 | $35K | Hold |
622
| – | – | ﹤0.01% | 3227 |
|
|
2016
Q3 | $32K | Hold |
622
| – | – | ﹤0.01% | 3186 |
|
|
2016
Q2 | $30K | Sell |
622
-100
| -14% | -$4.99K | ﹤0.01% | 3228 |
|
|
2016
Q1 | $36K | Buy |
722
+78
| +12% | +$3.7K | ﹤0.01% | 3183 |
|
|
2015
Q4 | $34K | Hold |
644
| – | – | ﹤0.01% | 3189 |
|
|
2015
Q3 | $33K | Hold |
644
| – | – | ﹤0.01% | 3069 |
|
|
2015
Q2 | $37K | Buy |
644
+400
| +164% | +$23.6K | ﹤0.01% | 3102 |
|
|
2015
Q1 | $14K | Hold |
244
| – | – | ﹤0.01% | 3384 |
|
|
2014
Q4 | $14K | Hold |
244
| – | – | ﹤0.01% | 3459 |
|
|
2014
Q3 | $14K | Hold |
244
| – | – | ﹤0.01% | 3568 |
|
|
2014
Q2 | $14K | Hold |
244
| – | – | ﹤0.01% | 3739 |
|
|
2014
Q1 | $14K | Hold |
244
| – | – | ﹤0.01% | 3583 |
|
|
2013
Q4 | $14K | Buy |
+244
| New | +$13.4K | ﹤0.01% | 3316 |
|
Other funds holding IXG
AWM
BS
FDCDDQ
SL
Bank of Montreal's IXG Position: Q1 2026 in Review
Bank of Montreal reduced its iShares Global Financials ETF (IXG) stake by 52% in Q1 2026, selling an estimated $135K and leaving 1,053 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.
Bank of Montreal first reported a position in IXG in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.32M in Q1 2023. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.
- Bank of Montreal held 1,053 shares of iShares Global Financials ETF worth $120K as of Q1 2026.
- Bank of Montreal sold 1,140 iShares Global Financials ETF shares in Q1 2026, an estimated $135K.
- iShares Global Financials ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3087 holding.
- Bank of Montreal first reported a position in iShares Global Financials ETF in Q4 2013 and has held it in 50 quarters since.
- Bank of Montreal's iShares Global Financials ETF position peaked at $7.32M in Q1 2023.
- 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.