Envestnet Asset Management’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Envestnet Asset 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	$561K	Buy	7,865 +2,524	+47%	+$172K	﹤0.01%	3991
2026 Q1	$317K	Buy	+5,341	New	+$332K	﹤0.01%	4244
2025 Q3	–	Sell	-17,174	Closed	-$919K	–	4577
2025 Q2	$919K	Buy	17,174 +733	+4%	+$36.4K	﹤0.01%	3325
2025 Q1	$803K	Sell	16,441 -5,813	-26%	-$303K	﹤0.01%	3340
2024 Q4	$1.17M	Buy	22,254 +2,083	+10%	+$110K	﹤0.01%	3062
2024 Q3	$1.06M	Buy	20,171 +886	+5%	+$45K	﹤0.01%	3106
2024 Q2	$976K	Buy	+19,285	New	+$937K	﹤0.01%	3056
2020 Q1	–	Sell	-7,410	Closed	-$204K	–	3042
2019 Q4	$204K	Buy	+7,410	New	+$192K	﹤0.01%	2908

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

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

Envestnet Asset Management's HLAL Position: Q2 2026 in Review

Envestnet Asset Management increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 47% in Q2 2026, buying an estimated $172K and bringing the position to 7,865 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #3991.

Envestnet Asset Management first reported a position in HLAL in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2024. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Envestnet Asset Management held 7,865 shares of Wahed FTSE USA Shariah ETF worth $561K as of Q2 2026.
Envestnet Asset Management bought 2,524 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $172K.
Wahed FTSE USA Shariah ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3991 holding.
Envestnet Asset Management first reported a position in Wahed FTSE USA Shariah ETF in Q4 2019 and has held it in 8 quarters since.
Envestnet Asset Management's Wahed FTSE USA Shariah ETF position peaked at $1.17M in Q4 2024.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

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