Bank of Montreal
USSG icon

Bank of Montreal’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Bank of Montreal’s Portfolio USSG Stock Details USSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.3K Hold
1,614
– – ﹤0.01% 3142
2025
Q4 		$102K Hold
1,614
– – ﹤0.01% 3043
2025
Q3 		$99K Hold
1,614
– – ﹤0.01% 2971
2025
Q2 		$91.8K Sell
1,614
-50
-3% -$2.62K ﹤0.01% 3003
2025
Q1 		$83.8K Buy
+1,664
New +$89.1K ﹤0.01% 2957

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Bank of Montreal held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q1 2026 at 1,614 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

Bank of Montreal first reported a position in USSG in Q1 2025 and has held it in 5 quarters since. The position peaked at $102K in Q4 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

  • Bank of Montreal held 1,614 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $96.3K as of Q1 2026.
  • Bank of Montreal left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q1 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3142 holding.
  • Bank of Montreal first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Montreal's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $102K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

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