CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q2 		– Sell
-4,239
Closed -$207K – 2551
2025
Q1 		$207K Hold
4,239
– – ﹤0.01% 2151
2024
Q4 		$224K Sell
4,239
-58
-1% -$3.06K ﹤0.01% 2089
2024
Q3 		$225K Hold
4,297
– – ﹤0.01% 2065
2024
Q2 		$218K Hold
4,297
– – ﹤0.01% 1995
2024
Q1 		$208K Buy
+4,297
New +$201K ﹤0.01% 1979

Other funds holding HLAL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors's HLAL Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q2 2025, closing a stake of 4,239 shares — an estimated $207K sold.

CAPTRUST Financial Advisors first reported a position in HLAL in Q1 2024 and held it in 5 quarters. The position peaked at $225K in Q3 2024. 46 funds tracked by Wall St. Rank hold HLAL as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining Wahed FTSE USA Shariah ETF position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,239 Wahed FTSE USA Shariah ETF shares in Q2 2025, an estimated $207K.
  • CAPTRUST Financial Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q1 2024 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Wahed FTSE USA Shariah ETF position peaked at $225K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.