Forefront Wealth Partners
HLAL icon

Forefront Wealth Partners’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Forefront Wealth Partners’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
Q3 		– Sell
-6,713
Closed -$354K – 196
2025
Q2 		$354K Buy
6,713
+2,518
+60% +$125K 0.24% 74
2025
Q1 		$205K Sell
4,195
-2,518
-38% -$131K 0.14% 124
2024
Q4 		$354K Buy
+6,713
New +$354K 0.26% 71

Other funds holding HLAL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
rebel Financial
rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vishria Bird Financial Group
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Forefront Wealth Partners's HLAL Position: Q3 2025 in Review

Forefront Wealth Partners sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q3 2025, closing a stake of 6,713 shares — an estimated $354K sold.

Forefront Wealth Partners first reported a position in HLAL in Q4 2024 and held it in 3 quarters. The position peaked at $354K in Q2 2025. 43 funds tracked by Wall St. Rank hold HLAL as of Q3 2025.

  • Forefront Wealth Partners reported no remaining Wahed FTSE USA Shariah ETF position as of Q3 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 6,713 Wahed FTSE USA Shariah ETF shares in Q3 2025, an estimated $354K.
  • Forefront Wealth Partners first reported a position in Wahed FTSE USA Shariah ETF in Q4 2024 and held it in 3 quarters.
  • Forefront Wealth Partners's Wahed FTSE USA Shariah ETF position peaked at $354K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q3 2025.

Based on Forefront Wealth Partners's 13F filing for Q3 2025, filed 20 Oct 2025.