Bank of Montreal
ISZE

Bank of Montreal’s iShares MSCI Intl Size Factor ETF ISZE Stock Holding History

Bank of Montreal’s Portfolio ISZE Stock Details ISZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-508
Closed -$13.2K – 4452
2023
Q4 		$13.2K Buy
+508
New +$12.6K ﹤0.01% 3769

Other funds holding ISZE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's ISZE Position: Q1 2024 in Review

Bank of Montreal sold out of iShares MSCI Intl Size Factor ETF (ISZE) in Q1 2024, closing a stake of 508 shares — an estimated $13.2K sold.

Bank of Montreal first reported a position in ISZE in Q4 2023 and held it in 1 quarter. The position peaked at $13.2K in Q4 2023. 6 funds tracked by Wall St. Rank hold ISZE as of Q1 2024.

  • Bank of Montreal reported no remaining iShares MSCI Intl Size Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 508 iShares MSCI Intl Size Factor ETF shares in Q1 2024, an estimated $13.2K.
  • Bank of Montreal first reported a position in iShares MSCI Intl Size Factor ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's iShares MSCI Intl Size Factor ETF position peaked at $13.2K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held iShares MSCI Intl Size Factor ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.