Mercer Global Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Mercer Global Advisors’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
2026 Q1	$3.35M	Sell	109,265 -1,876	-2%	-$60.1K	0.01%	946
2025 Q4	$3.29M	Buy	111,141 +38,058	+52%	+$1.09M	0.01%	885
2025 Q3	$2.01M	Buy	73,083 +8,744	+14%	+$233K	﹤0.01%	1038
2025 Q2	$1.71M	Buy	64,339 +17,592	+38%	+$436K	﹤0.01%	950
2025 Q1	$1.11M	Buy	46,747 +5,683	+14%	+$141K	﹤0.01%	1090
2024 Q4	$971K	Buy	41,064 +1,818	+5%	+$44.8K	﹤0.01%	1134
2024 Q3	$1,000K	Buy	39,246 +613	+2%	+$15.2K	﹤0.01%	1017
2024 Q2	$957K	Buy	38,633 +30,106	+353%	+$729K	﹤0.01%	978
2024 Q1	$205K	Buy	+8,527	New	+$198K	﹤0.01%	1772

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

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

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

Mercer Global Advisors's UMMA Position: Q1 2026 in Review

Mercer Global Advisors reduced its Wahed Dow Jones Islamic World ETF (UMMA) stake by 1.7% in Q1 2026, selling an estimated $60.1K and leaving 109,265 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #946.

Mercer Global Advisors first reported a position in UMMA in Q1 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

Mercer Global Advisors held 109,265 shares of Wahed Dow Jones Islamic World ETF worth $3.35M as of Q1 2026.
Mercer Global Advisors sold 1,876 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $60.1K.
Wahed Dow Jones Islamic World ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #946 holding.
Mercer Global Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.