Larson Financial Group’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Larson Financial Group’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	$231K	Buy	3,233 +2,127	+192%	+$145K	0.01%	796
2026 Q1	$65.6K	Buy	1,106 +83	+8%	+$5.16K	﹤0.01%	1206
2025 Q4	$63.5K	Buy	1,023 +25	+3%	+$1.53K	﹤0.01%	1124
2025 Q3	$59.2K	Buy	998 +24	+2%	+$1.35K	﹤0.01%	1092
2025 Q2	$52.1K	Buy	974 +84	+9%	+$4.17K	﹤0.01%	1055
2025 Q1	$43.5K	Buy	890 +243	+38%	+$12.7K	﹤0.01%	1083
2024 Q4	$34.1K	Buy	647 +509	+369%	+$26.8K	﹤0.01%	1027
2024 Q3	$7.22K	Buy	+138	New	+$7.01K	﹤0.01%	1593
2024 Q2	–	Sell	-194	Closed	-$9.38K	–	2454
2024 Q1	$9.38K	Buy	194 +64	+49%	+$3K	﹤0.01%	1062
2023 Q4	$5.91K	Hold	130	–	–	﹤0.01%	1142
2023 Q3	$5.39K	Hold	130	–	–	﹤0.01%	1153
2023 Q2	$5.56K	Buy	130 +26	+25%	+$1.05K	﹤0.01%	1076
2023 Q1	$4.05K	Hold	104	–	–	﹤0.01%	1127
2022 Q4	$3.66K	Hold	104	–	–	﹤0.01%	1087
2022 Q3	$3K	Buy	104 +24	+30%	+$890	﹤0.01%	1049
2022 Q2	$3K	Buy	80 +56	+233%	+$2.14K	﹤0.01%	960
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	972
2021 Q4	$1K	Buy	+24	New	+$981	﹤0.01%	1015

Other funds holding HLAL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Larson Financial Group's HLAL Position: Q2 2026 in Review

Larson Financial Group increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 192% in Q2 2026, buying an estimated $145K and bringing the position to 3,233 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #796.

Larson Financial Group first reported a position in HLAL in Q4 2021 and has held it in 18 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Larson Financial Group held 3,233 shares of Wahed FTSE USA Shariah ETF worth $231K as of Q2 2026.
Larson Financial Group bought 2,127 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $145K.
Wahed FTSE USA Shariah ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #796 holding.
Larson Financial Group first reported a position in Wahed FTSE USA Shariah ETF in Q4 2021 and has held it in 18 quarters since.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

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