Bank of Montreal
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Bank of Montreal’s Harbor International Compounders ETF OSEA Stock Holding History

Bank of Montreal’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,694
Closed -$337K – 3840
2024
Q3 		$337K Buy
+12,694
New +$354K ﹤0.01% 2692
2024
Q2 		– Sell
-47,212
Closed -$1.3M – 4144
2024
Q1 		$1.3M Buy
47,212
+35,706
+310% +$948K ﹤0.01% 1864
2023
Q4 		$305K Buy
+11,506
New +$277K ﹤0.01% 2852

Other funds holding OSEA

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Bank of Montreal sold out of Harbor International Compounders ETF (OSEA) in Q4 2024, closing a stake of 12,694 shares — an estimated $337K sold.

Bank of Montreal first reported a position in OSEA in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q1 2024. 54 funds tracked by Wall St. Rank hold OSEA as of Q4 2024.

  • Bank of Montreal reported no remaining Harbor International Compounders ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,694 Harbor International Compounders ETF shares in Q4 2024, an estimated $337K.
  • Bank of Montreal first reported a position in Harbor International Compounders ETF in Q4 2023 and held it in 3 quarters.
  • Bank of Montreal's Harbor International Compounders ETF position peaked at $1.3M in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q4 2024.

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