Bank of Montreal
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Bank of Montreal’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Bank of Montreal’s Portfolio HLAL Stock Details HLAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
2,977
+118
+4% +$8.06K ﹤0.01% 2975
2026
Q1 		$170K Buy
2,859
+790
+38% +$49.1K ﹤0.01% 2986
2025
Q4 		$128K Buy
2,069
+1,714
+483% +$105K ﹤0.01% 2977
2025
Q3 		$21.1K Buy
+355
New +$19.9K ﹤0.01% 3274

Other funds holding HLAL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of Montreal increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 4.1% in Q2 2026, buying an estimated $8.06K and bringing the position to 2,977 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Bank of Montreal first reported a position in HLAL in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

  • Bank of Montreal held 2,977 shares of Wahed FTSE USA Shariah ETF worth $213K as of Q2 2026.
  • Bank of Montreal bought 118 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $8.06K.
  • Wahed FTSE USA Shariah ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2975 holding.
  • Bank of Montreal first reported a position in Wahed FTSE USA Shariah ETF in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

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