Bank of Montreal
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Bank of Montreal’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bank of Montreal’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33K Sell
48
-63
-57% -$4.08K ﹤0.01% 3765
2026
Q1 		$6.13K Sell
111
-7,348
-99% -$425K ﹤0.01% 3612
2025
Q4 		$429K Buy
7,459
+7,223
+3,061% +$416K ﹤0.01% 2387
2025
Q3 		$13.5K Sell
236
-97
-29% -$5.41K ﹤0.01% 3333
2025
Q2 		$18K Buy
333
+280
+528% +$13.7K ﹤0.01% 3308
2025
Q1 		$2.47K Sell
53
-1,033
-95% -$51.3K ﹤0.01% 3397
2024
Q4 		$54K Sell
1,086
-328
-23% -$16.7K ﹤0.01% 3093
2024
Q3 		$69.3K Buy
1,414
+494
+54% +$23.3K ﹤0.01% 3341
2024
Q2 		$43.6K Sell
920
-122
-12% -$5.45K ﹤0.01% 3449
2024
Q1 		$47.2K Sell
1,042
-6,372
-86% -$271K ﹤0.01% 3463
2023
Q4 		$296K Buy
+7,414
New +$271K ﹤0.01% 2867
2023
Q3 		– Sell
-1,796
Closed -$64.7K – 4255
2023
Q2 		$64.7K Buy
1,796
+972
+118% +$32.8K ﹤0.01% 3546
2023
Q1 		$27.3K Sell
824
-15,263
-95% -$492K ﹤0.01% 3475
2022
Q4 		$511K Buy
16,087
+13,642
+558% +$413K ﹤0.01% 2594
2022
Q3 		$79 Buy
+2,445
New +$76.4K ﹤0.01% 3525
2022
Q1 		– Sell
-2,889
Closed -$115K – 4292
2021
Q4 		$115K Buy
+2,889
New +$111K ﹤0.01% 3091

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal's USXF Position: Q2 2026 in Review

Bank of Montreal reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 57% in Q2 2026, selling an estimated $4.08K and leaving 48 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

Bank of Montreal first reported a position in USXF in Q4 2021 and has held it in 16 quarters since. The position peaked at $511K in Q4 2022. 286 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Bank of Montreal held 48 shares of iShares ESG Advanced MSCI USA ETF worth $3.33K as of Q2 2026.
  • Bank of Montreal sold 63 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $4.08K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3765 holding.
  • Bank of Montreal first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2021 and has held it in 16 quarters since.
  • Bank of Montreal's iShares ESG Advanced MSCI USA ETF position peaked at $511K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.