Bank of Montreal
SDG icon

Bank of Montreal’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bank of Montreal’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.1K Hold
835
– – ﹤0.01% 3218
2025
Q4 		$70.3K Hold
835
– – ﹤0.01% 3125
2025
Q3 		$69.5K Hold
835
– – ﹤0.01% 3053
2025
Q2 		$63.3K Hold
835
– – ﹤0.01% 3096
2025
Q1 		$60.4K Hold
835
– – ﹤0.01% 3036
2024
Q4 		$59.8K Hold
835
– – ﹤0.01% 3072
2024
Q3 		$71K Hold
835
– – ﹤0.01% 3335
2024
Q2 		$67.3K Sell
835
-8,645
-91% -$673K ﹤0.01% 3363
2024
Q1 		$748K Sell
9,480
-21,201
-69% -$1.64M ﹤0.01% 2181
2023
Q4 		$2.49M Buy
+30,681
New +$2.32M ﹤0.01% 1586
2023
Q2 		– Sell
-32,733
Closed -$2.58M – 4258
2023
Q1 		$2.58M Buy
+32,733
New +$2.61M ﹤0.01% 1570
2022
Q1 		– Sell
-16
Closed -$1K – 4272
2021
Q4 		$1K Sell
16
-6,569
-100% -$614K ﹤0.01% 3457
2021
Q3 		$645K Buy
6,585
+28
+0.4% +$2.75K ﹤0.01% 2735
2021
Q2 		$655K Buy
+6,557
New +$639K ﹤0.01% 2687
2018
Q3 		– Sell
-90
Closed -$5K – 4868
2018
Q2 		$5K Sell
90
-75
-45% -$4.41K ﹤0.01% 4134
2018
Q1 		$10K Buy
165
+90
+120% +$5.4K ﹤0.01% 3769
2017
Q4 		$4K Hold
75
– – ﹤0.01% 3968
2017
Q3 		$4K Hold
75
– – ﹤0.01% 3913
2017
Q2 		$4K Buy
+75
New +$4.06K ﹤0.01% 3911

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 835 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Bank of Montreal first reported a position in SDG in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.58M in Q1 2023. 103 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Bank of Montreal held 835 shares of iShares MSCI Global Sustainable Development Goals ETF worth $70.1K as of Q1 2026.
  • Bank of Montreal left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3218 holding.
  • Bank of Montreal first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2017 and has held it in 19 quarters since.
  • Bank of Montreal's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.58M in Q1 2023.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

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