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Brookwood Investment Group’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Brookwood Investment Group’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
Q1 		– Sell
-5,800
Closed -$360K – 548
2025
Q4 		$360K Hold
5,800
– – 0.04% 353
2025
Q3 		$344K Hold
5,800
– – 0.04% 349
2025
Q2 		$310K Hold
5,800
– – 0.05% 323
2025
Q1 		$283K Buy
+5,800
New +$302K 0.05% 327

Other funds holding HLAL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $27.8B AUM 31.66% 1-Year Est. Return

Brookwood Investment Group's HLAL Position: Q1 2026 in Review

Brookwood Investment Group sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q1 2026, closing a stake of 5,800 shares — an estimated $360K sold.

Brookwood Investment Group first reported a position in HLAL in Q1 2025 and held it in 4 quarters. The position peaked at $360K in Q4 2025. 55 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

  • Brookwood Investment Group reported no remaining Wahed FTSE USA Shariah ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 5,800 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $360K.
  • Brookwood Investment Group first reported a position in Wahed FTSE USA Shariah ETF in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's Wahed FTSE USA Shariah ETF position peaked at $360K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.