Jones Financial Companies
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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
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 $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $27.8B AUM 31.66% 1-Year Est. Return

Jones Financial Companies's HLAL Position: Q1 2026 in Review

Jones Financial Companies increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 44% in Q1 2026, buying an estimated $110K and bringing the position to 5,811 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Jones Financial Companies first reported a position in HLAL in Q4 2024 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

  • Jones Financial Companies held 5,811 shares of Wahed FTSE USA Shariah ETF worth $337K as of Q1 2026.
  • Jones Financial Companies bought 1,764 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $110K.
  • Wahed FTSE USA Shariah ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2213 holding.
  • Jones Financial Companies first reported a position in Wahed FTSE USA Shariah ETF in Q4 2024 and has held it in 6 quarters since.
  • 56 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.