Carson Wealth (CWM LLC)
HLAL icon

Carson Wealth (CWM LLC)’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Carson Wealth (CWM LLC)’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 		$6.7K Buy
113
+68
+151% +$4.22K ﹤0.01% 4934
2025
Q4 		$3K Buy
+45
New +$2.75K ﹤0.01% 4978

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

Carson Wealth (CWM LLC)'s HLAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 151% in Q1 2026, buying an estimated $4.22K and bringing the position to 113 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4934.

Carson Wealth (CWM LLC) first reported a position in HLAL in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 113 shares of Wahed FTSE USA Shariah ETF worth $6.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $4.22K.
  • Wahed FTSE USA Shariah ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4934 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wahed FTSE USA Shariah ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.