Cerro Pacific Wealth Advisors’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Cerro Pacific Wealth 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
2026 Q2	$1.79M	Buy	+25,122	New	+$1.72M	0.41%	46

Other funds holding HLAL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cerro Pacific Wealth Advisors's HLAL Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors opened a new position in Wahed FTSE USA Shariah ETF (HLAL) in Q2 2026: 25,122 shares worth $1.79M. The stake represents 0.41% of the portfolio and ranks #46 among its holdings.

61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Cerro Pacific Wealth Advisors held 25,122 shares of Wahed FTSE USA Shariah ETF worth $1.79M as of Q2 2026.
Wahed FTSE USA Shariah ETF was a new Cerro Pacific Wealth Advisors position in Q2 2026.
Wahed FTSE USA Shariah ETF made up 0.41% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #46 holding.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.