Financial Engines Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Financial Engines Advisors’s Portfolio UMMA Stock Details UMMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Sell	10,454 -135	-1%	-$4.86K	﹤0.01%	443
2026 Q1	$325K	Sell	10,589 -55	-0.5%	-$1.76K	﹤0.01%	452
2025 Q4	$315K	Hold	10,644	–	–	﹤0.01%	462
2025 Q3	$293K	Buy	10,644 +274	+3%	+$7.31K	﹤0.01%	473
2025 Q2	$276K	Buy	10,370 +165	+2%	+$4.09K	﹤0.01%	461
2025 Q1	$243K	Buy	+10,205	New	+$253K	﹤0.01%	396

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Engines Advisors's UMMA Position: Q2 2026 in Review

Financial Engines Advisors reduced its Wahed Dow Jones Islamic World ETF (UMMA) stake by 1.3% in Q2 2026, selling an estimated $4.86K and leaving 10,454 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Financial Engines Advisors first reported a position in UMMA in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

Financial Engines Advisors held 10,454 shares of Wahed Dow Jones Islamic World ETF worth $413K as of Q2 2026.
Financial Engines Advisors sold 135 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $4.86K.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #443 holding.
Financial Engines Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.