Mission Wealth Management’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Mission Wealth Management’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	$2.6M	Buy	36,360 +590	+2%	+$40.3K	0.03%	264
2026 Q1	$2.12M	Sell	35,770 -154	-0.4%	-$9.56K	0.04%	209
2025 Q4	$2.23M	Sell	35,924 -521	-1%	-$31.9K	0.04%	208
2025 Q3	$2.16M	Sell	36,445 -379	-1%	-$21.3K	0.04%	208
2025 Q2	$1.97M	Buy	36,824 +708	+2%	+$35.2K	0.04%	210
2025 Q1	$1.76M	Buy	36,116 +2,223	+7%	+$116K	0.04%	207
2024 Q4	$1.79M	Sell	33,893 -2,170	-6%	-$114K	0.04%	197
2024 Q3	$1.89M	Sell	36,063 -547	-1%	-$27.8K	0.05%	185
2024 Q2	$1.85M	Buy	36,610 +693	+2%	+$33.7K	0.05%	179
2024 Q1	$1.74M	Buy	35,917 +2,175	+6%	+$102K	0.05%	200
2023 Q4	$1.53M	Hold	33,742	–	–	0.05%	179
2023 Q3	$1.4M	Sell	33,742 -10,570	-24%	-$452K	0.05%	178
2023 Q2	$1.9M	Buy	44,312 +597	+1%	+$24K	0.07%	139
2023 Q1	$1.7M	Buy	43,715 +2,808	+7%	+$104K	0.07%	149
2022 Q4	$1.44M	Sell	40,907 -15,097	-27%	-$538K	0.07%	154
2022 Q3	$1.87M	Buy	56,004 +9,143	+20%	+$339K	0.1%	119
2022 Q2	$1.65M	Buy	46,861 +19,530	+71%	+$745K	0.09%	127
2022 Q1	$1.14M	Buy	27,331 +10,413	+62%	+$423K	0.05%	176
2021 Q4	$731K	Buy	16,918 +8,395	+98%	+$343K	0.03%	237
2021 Q3	$322K	Buy	8,523 +1,947	+30%	+$75.6K	0.02%	395
2021 Q2	$248K	Buy	+6,576	New	+$241K	0.01%	431

Other funds holding HLAL

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 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

Mission Wealth Management's HLAL Position: Q2 2026 in Review

Mission Wealth Management increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 1.6% in Q2 2026, buying an estimated $40.3K and bringing the position to 36,360 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #264.

Mission Wealth Management first reported a position in HLAL in Q2 2021 and has held it in 21 quarters since. 19 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Mission Wealth Management held 36,360 shares of Wahed FTSE USA Shariah ETF worth $2.6M as of Q2 2026.
Mission Wealth Management bought 590 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $40.3K.
Wahed FTSE USA Shariah ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #264 holding.
Mission Wealth Management first reported a position in Wahed FTSE USA Shariah ETF in Q2 2021 and has held it in 21 quarters since.
19 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.