Morgan Stanley’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Morgan Stanley’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	$2.66M	Buy	86,796 +39,836	+85%	+$1.28M	﹤0.01%	4557
2025 Q4	$1.39M	Buy	46,960 +45,184	+2,544%	+$1.3M	﹤0.01%	5019
2025 Q3	$49K	Buy	1,776 +1,774	+88,700%	+$47.3K	﹤0.01%	6401
2025 Q2	$57	Buy	2 +1	+100%	+$25	﹤0.01%	7742
2025 Q1	$44	Sell	1 -1	-50%	-$25	﹤0.01%	7764
2024 Q4	$59	Buy	2 +1	+100%	+$25	﹤0.01%	7564
2024 Q3	$49	Hold	1	–	–	﹤0.01%	7589
2024 Q2	$47	Buy	+1	New	+$24	﹤0.01%	7519
2024 Q1	–	Sell	-2	Closed	-$60	–	7971
2023 Q4	$60	Buy	+2	New	+$42	﹤0.01%	7620

Other funds holding UMMA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Morgan Stanley's UMMA Position: Q1 2026 in Review

Morgan Stanley increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 85% in Q1 2026, buying an estimated $1.28M and bringing the position to 86,796 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #4557.

Morgan Stanley first reported a position in UMMA in Q4 2023 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

Morgan Stanley held 86,796 shares of Wahed Dow Jones Islamic World ETF worth $2.66M as of Q1 2026.
Morgan Stanley bought 39,836 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $1.28M.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4557 holding.
Morgan Stanley first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2023 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 Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.