Kaizen Financial Strategies’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Kaizen Financial Strategies’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	$567K	Buy	+7,993	New	+$546K	0.18%	81
2026 Q1	–	Sell	-3,505	Closed	-$217K	–	179
2025 Q4	$217K	Hold	3,505	–	–	0.1%	152
2025 Q3	$212K	Buy	+3,505	New	+$197K	0.1%	147
2024 Q3	–	Sell	-9,130	Closed	-$458K	–	145
2024 Q2	$458K	Sell	9,130 -973	-10%	-$47.3K	0.29%	57
2024 Q1	$489K	Buy	10,103 +3,596	+55%	+$168K	0.33%	57
2023 Q4	$296K	Sell	6,507 -166	-2%	-$7.14K	0.22%	78
2023 Q3	$277K	Sell	6,673 -2,997	-31%	-$128K	0.23%	73
2023 Q2	$414K	Buy	9,670 +671	+7%	+$27K	0.35%	53
2023 Q1	$351K	Sell	8,999 -3,862	-30%	-$143K	0.35%	52
2022 Q4	$468K	Buy	12,861 +1,235	+11%	+$44K	0.46%	48
2022 Q3	$389K	Sell	11,626 -1,774	-13%	-$65.8K	0.39%	61
2022 Q2	$471K	Buy	13,400 +7,676	+134%	+$293K	0.46%	55
2022 Q1	$238K	Buy	+5,724	New	+$233K	0.19%	117

Other funds holding HLAL

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

AWM

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

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Kaizen Financial Strategies's HLAL Position: Q2 2026 in Review

Kaizen Financial Strategies opened a new position in Wahed FTSE USA Shariah ETF (HLAL) in Q2 2026: 7,993 shares worth $567K. The stake represents 0.18% of the portfolio and ranks #81 among its holdings. This is a return to the name: Kaizen Financial Strategies previously reported a position in HLAL as recently as Q4 2025.

Kaizen Financial Strategies first reported a position in HLAL in Q1 2022 and has held it in 13 quarters since. 19 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Kaizen Financial Strategies held 7,993 shares of Wahed FTSE USA Shariah ETF worth $567K as of Q2 2026.
Wahed FTSE USA Shariah ETF was a new Kaizen Financial Strategies position in Q2 2026.
Wahed FTSE USA Shariah ETF made up 0.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #81 holding.
Kaizen Financial Strategies first reported a position in Wahed FTSE USA Shariah ETF in Q1 2022 and has held it in 13 quarters since.
19 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.