Bank of Montreal’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.63M | Buy |
55,905
+1,645
| +3% | +$243K | ﹤0.01% | 1209 |
|
|
2026
Q1 | $7.17M | Buy |
54,260
+713
| +1% | +$98.9K | ﹤0.01% | 1196 |
|
|
2025
Q4 | $7.46M | Buy |
53,547
+3,873
| +8% | +$535K | ﹤0.01% | 1214 |
|
|
2025
Q3 | $6.74M | Sell |
49,674
-2,843
| -5% | -$371K | ﹤0.01% | 1198 |
|
|
2025
Q2 | $6.66M | Buy |
52,517
+183
| +0.3% | +$21.6K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $6.01M | Buy |
52,334
+325
| +0.6% | +$39.4K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $6.32M | Buy |
52,009
+288
| +0.6% | +$35.3K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $6.2M | Buy |
51,721
+3,953
| +8% | +$456K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $5.4M | Buy |
47,768
+777
| +2% | +$84.2K | ﹤0.01% | 1233 |
|
|
2024
Q1 | $5.14M | Buy |
46,991
+844
| +2% | +$87.9K | ﹤0.01% | 1213 |
|
|
2023
Q4 | $4.66M | Buy |
46,147
+21
| +0% | +$1.96K | ﹤0.01% | 1309 |
|
|
2023
Q3 | $4.4M | Buy |
46,126
+1,402
| +3% | +$132K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $4.2M | Buy |
44,724
+1,954
| +5% | +$174K | ﹤0.01% | 1423 |
|
|
2023
Q1 | $3.76M | Buy |
42,770
+2,092
| +5% | +$180K | ﹤0.01% | 1367 |
|
|
2022
Q4 | $3.36M | Buy |
40,678
+4,430
| +12% | +$365K | ﹤0.01% | 1517 |
|
|
2022
Q3 | $3.04K | Sell |
36,248
-6,381
| -15% | -$543K | ﹤0.01% | 1611 |
|
|
2022
Q2 | $3.52K | Sell |
42,629
-413
| -1% | -$36.3K | ﹤0.01% | 1600 |
|
|
2022
Q1 | $4.26M | Buy |
43,042
+2,284
| +6% | +$221K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $4.35M | Buy |
40,758
+1,854
| +5% | +$191K | ﹤0.01% | 1287 |
|
|
2021
Q3 | $3.88M | Buy |
38,904
+1,782
| +5% | +$176K | ﹤0.01% | 1757 |
|
|
2021
Q2 | $3.55M | Buy |
37,122
+34,449
| +1,289% | +$3.19M | ﹤0.01% | 1777 |
|
|
2021
Q1 | $242K | Sell |
2,673
-1,047
| -28% | -$89.3K | ﹤0.01% | 3031 |
|
|
2020
Q4 | $312K | Buy |
3,720
+1,000
| +37% | +$78.2K | ﹤0.01% | 2970 |
|
|
2020
Q3 | $201K | Sell |
2,720
-1,768
| -39% | -$128K | ﹤0.01% | 2744 |
|
|
2020
Q2 | $305K | Buy |
4,488
+82
| +2% | +$5.13K | ﹤0.01% | 2509 |
|
|
2020
Q1 | $237K | Sell |
4,406
-60
| -1% | -$3.85K | ﹤0.01% | 2266 |
|
|
2019
Q4 | $299K | Hold |
4,466
| – | – | ﹤0.01% | 2946 |
|
|
2019
Q3 | $276K | Sell |
4,466
-13,444
| -75% | -$823K | ﹤0.01% | 2724 |
|
|
2019
Q2 | $1.09M | Buy |
17,910
+2,700
| +18% | +$162K | ﹤0.01% | 2025 |
|
|
2019
Q1 | $899K | Buy |
15,210
+11,098
| +270% | +$626K | ﹤0.01% | 2061 |
|
|
2018
Q4 | $212K | Sell |
4,112
-400
| -9% | -$22.2K | ﹤0.01% | 2543 |
|
|
2018
Q3 | $269K | Buy |
4,512
+484
| +12% | +$28.4K | ﹤0.01% | 2607 |
|
|
2018
Q2 | $227K | Buy |
4,028
+20
| +0.5% | +$1.13K | ﹤0.01% | 2705 |
|
|
2018
Q1 | $222K | Buy |
4,008
+348
| +10% | +$19.8K | ﹤0.01% | 2587 |
|
|
2017
Q4 | $203K | Sell |
3,660
-11,386
| -76% | -$617K | ﹤0.01% | 2674 |
|
|
2017
Q3 | $787K | Hold |
15,046
| – | – | ﹤0.01% | 2083 |
|
|
2017
Q2 | $769K | Buy |
15,046
+1,486
| +11% | +$74.7K | ﹤0.01% | 2102 |
|
|
2017
Q1 | $666K | Buy |
13,560
+3,960
| +41% | +$190K | ﹤0.01% | 1999 |
|
|
2016
Q4 | $436K | Hold |
9,600
| – | – | ﹤0.01% | 2174 |
|
|
2016
Q3 | $437K | Hold |
9,600
| – | – | ﹤0.01% | 2139 |
|
|
2016
Q2 | $415K | Sell |
9,600
-1,166
| -11% | -$50.1K | ﹤0.01% | 2177 |
|
|
2016
Q1 | $459K | Sell |
10,766
-1,498
| -12% | -$59.9K | ﹤0.01% | 2080 |
|
|
2015
Q4 | $511K | Buy |
12,264
+640
| +6% | +$26.9K | ﹤0.01% | 1980 |
|
|
2015
Q3 | $459K | Sell |
11,624
-10,298
| -47% | -$428K | ﹤0.01% | 1893 |
|
|
2015
Q2 | $933K | Buy |
21,922
+4
| +0% | +$174 | ﹤0.01% | 1692 |
|
|
2015
Q1 | $941K | Buy |
21,918
+4
| +0% | +$172 | ﹤0.01% | 1664 |
|
|
2014
Q4 | $943K | Buy |
21,914
+632
| +3% | +$26.5K | ﹤0.01% | 1745 |
|
|
2014
Q3 | $876K | Buy |
21,282
+4
| +0% | +$165 | ﹤0.01% | 1824 |
|
|
2014
Q2 | $876K | Buy |
21,278
+4
| +0% | +$159 | ﹤0.01% | 1814 |
|
|
2014
Q1 | $831K | Buy |
21,274
+1,200
| +6% | +$46K | ﹤0.01% | 1771 |
|
|
2013
Q4 | $770K | Sell |
20,074
-2,608
| -11% | -$96.2K | ﹤0.01% | 1602 |
|
|
2013
Q3 | $802K | Buy |
22,682
+21,244
| +1,477% | +$748K | ﹤0.01% | 1555 |
|
|
2013
Q2 | $49K | Buy |
+1,438
| New | +$48.8K | ﹤0.01% | 2733 |
|
Other funds holding SUSA
ST
IAS
AA
Bank of Montreal's SUSA Position: Q2 2026 in Review
Bank of Montreal increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3% in Q2 2026, buying an estimated $243K and bringing the position to 55,905 shares worth $8.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1209.
Bank of Montreal first reported a position in SUSA in Q2 2013 and has held it in 53 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- Bank of Montreal held 55,905 shares of iShares ESG Optimized MSCI USA ETF worth $8.63M as of Q2 2026.
- Bank of Montreal bought 1,645 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $243K.
- iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1209 holding.
- Bank of Montreal first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 53 quarters since.
- 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.