Bank of Montreal’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Bank of Montreal’s Portfolio UMMA Stock Details UMMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	4,107 +2,482	+153%	+$89.3K	﹤0.01%	3089
2026 Q1	$49.8K	Hold	1,625	–	–	﹤0.01%	3295
2025 Q4	$48.1K	Buy	1,625 +427	+36%	+$12.2K	﹤0.01%	3201
2025 Q3	$33K	Buy	+1,198	New	+$31.9K	﹤0.01%	3205
2024 Q4	–	Sell	-9,600	Closed	-$226K	–	3952
2024 Q3	$226K	Buy	+9,600	New	+$239K	﹤0.01%	2966

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Bank of Montreal increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 153% in Q2 2026, buying an estimated $89.3K and bringing the position to 4,107 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Bank of Montreal first reported a position in UMMA in Q3 2024 and has held it in 5 quarters since. The position peaked at $226K in Q3 2024. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

Bank of Montreal held 4,107 shares of Wahed Dow Jones Islamic World ETF worth $162K as of Q2 2026.
Bank of Montreal bought 2,482 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $89.3K.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3089 holding.
Bank of Montreal first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2024 and has held it in 5 quarters since.
Bank of Montreal's Wahed Dow Jones Islamic World ETF position peaked at $226K in Q3 2024.
50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

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