IFG Advisory’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

IFG Advisory’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
2022 Q4	–	Sell	-11,815	Closed	-$197K	–	539
2022 Q3	$197K	Buy	+11,815	New	+$226K	0.02%	495

Other funds holding UMMA

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG Advisory's UMMA Position: Q4 2022 in Review

IFG Advisory sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q4 2022, closing a stake of 11,815 shares — an estimated $197K sold.

IFG Advisory first reported a position in UMMA in Q3 2022 and held it in 1 quarter. The position peaked at $197K in Q3 2022. 7 funds tracked by Wall St. Rank hold UMMA as of Q4 2022.

IFG Advisory reported no remaining Wahed Dow Jones Islamic World ETF position as of Q4 2022 after selling out during the quarter.
IFG Advisory sold 11,815 Wahed Dow Jones Islamic World ETF shares in Q4 2022, an estimated $197K.
IFG Advisory first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2022 and held it in 1 quarter.
IFG Advisory's Wahed Dow Jones Islamic World ETF position peaked at $197K in Q3 2022.
7 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q4 2022.

Based on IFG Advisory's 13F filing for Q4 2022, filed 31 Jan 2023.