Jones Financial Companies
HLAL icon

Jones Financial Companies’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Jones Financial Companies’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 		$500K Buy
7,224
+1,413
+24% +$96.6K ﹤0.01% 2217
2026
Q1 		$337K Buy
5,811
+1,764
+44% +$110K ﹤0.01% 2213
2025
Q4 		$251K Buy
4,047
+953
+31% +$58.3K ﹤0.01% 1809
2025
Q3 		$183K Buy
3,094
+1,003
+48% +$56.3K ﹤0.01% 1815
2025
Q2 		$111K Buy
2,091
+1,307
+167% +$65K ﹤0.01% 1892
2025
Q1 		$38.1K Buy
784
+352
+81% +$18.4K ﹤0.01% 2170
2024
Q4 		$22.8K Buy
+432
New +$22.8K ﹤0.01% 2201

Other funds holding HLAL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RA
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies's HLAL Position: Q2 2026 in Review

Jones Financial Companies increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 24% in Q2 2026, buying an estimated $96.6K and bringing the position to 7,224 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Jones Financial Companies first reported a position in HLAL in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

  • Jones Financial Companies held 7,224 shares of Wahed FTSE USA Shariah ETF worth $500K as of Q2 2026.
  • Jones Financial Companies bought 1,413 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $96.6K.
  • Wahed FTSE USA Shariah ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2217 holding.
  • Jones Financial Companies first reported a position in Wahed FTSE USA Shariah ETF in Q4 2024 and has held it in 7 quarters since.
  • 61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

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