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AE Wealth Management’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

AE Wealth Management’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 		$11.6K Buy
163
+78
+92% +$5.33K ﹤0.01% 2358
2026
Q1 		$5.04K Buy
+85
New +$5.28K ﹤0.01% 2370

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

AE Wealth Management's HLAL Position: Q2 2026 in Review

AE Wealth Management increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 92% in Q2 2026, buying an estimated $5.33K and bringing the position to 163 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

AE Wealth Management first reported a position in HLAL in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

  • AE Wealth Management held 163 shares of Wahed FTSE USA Shariah ETF worth $11.6K as of Q2 2026.
  • AE Wealth Management bought 78 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $5.33K.
  • Wahed FTSE USA Shariah ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2358 holding.
  • AE Wealth Management first reported a position in Wahed FTSE USA Shariah ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.