Bank of Montreal’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44M Buy
25,827
+7,186
+39% +$374K ﹤0.01% 1906
2026
Q1
$877K Buy
18,641
+18,450
+9,660% +$895K ﹤0.01% 2110
2025
Q4
$8.78K Hold
191
﹤0.01% 3433
2025
Q3
$8.61K Sell
191
-4
-2% -$174 ﹤0.01% 3374
2025
Q2
$8.06K Buy
195
+77
+65% +$2.98K ﹤0.01% 3374
2025
Q1
$4.53K Hold
118
﹤0.01% 3366
2024
Q4
$4.96K Sell
118
-62
-34% -$2.68K ﹤0.01% 3400
2024
Q3
$7.51K Buy
+180
New +$7.24K ﹤0.01% 3679
2024
Q2
Sell
-397
Closed -$16K 3959
2024
Q1
$16K Hold
397
﹤0.01% 3638
2023
Q4
$15.3K Buy
+397
New +$13.6K ﹤0.01% 3753
2023
Q3
Sell
-397
Closed -$14.2K 3919
2023
Q2
$14.2K Buy
+397
New +$13.4K ﹤0.01% 3773

Other funds holding ESML

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

Bank of Montreal increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 39% in Q2 2026, buying an estimated $374K and bringing the position to 25,827 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Bank of Montreal first reported a position in ESML in Q2 2023 and has held it in 11 quarters since. 413 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Bank of Montreal held 25,827 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.44M as of Q2 2026.
  • Bank of Montreal bought 7,186 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $374K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1906 holding.
  • Bank of Montreal first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • 413 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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