Bank of Montreal
SUSC icon

Bank of Montreal’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bank of Montreal’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$46 – 3795
2025
Q2 		$46 Buy
+2
New +$46 ﹤0.01% 3494
2024
Q2 		– Sell
-1,512
Closed -$34.8K – 4225
2024
Q1 		$34.8K Sell
1,512
-227,565
-99% -$5.22M ﹤0.01% 3526
2023
Q4 		$5.35M Buy
+229,077
New +$5.06M ﹤0.01% 1253
2023
Q3 		– Sell
-1,512
Closed -$34.4K – 4212
2023
Q2 		$34.4K Buy
+1,512
New +$34.4K ﹤0.01% 3659

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal's SUSC Position: Q3 2025 in Review

Bank of Montreal sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 2 shares — an estimated $46 sold.

Bank of Montreal first reported a position in SUSC in Q2 2023 and held it in 4 quarters. The position peaked at $5.35M in Q4 2023. 267 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • Bank of Montreal reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 2 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $46.
  • Bank of Montreal first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Bank of Montreal's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.35M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.