Morgan Stanley
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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
Q2 		$3.48M Buy
88,159
+1,363
+2% +$49.1K ﹤0.01% 4475
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
-1
Closed -$30 – 7968
2023
Q4 		$30 Buy
+1
New +$21 ﹤0.01% 7620

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

Morgan Stanley's UMMA Position: Q2 2026 in Review

Morgan Stanley increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 1.6% in Q2 2026, buying an estimated $49.1K and bringing the position to 88,159 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4475.

Morgan Stanley first reported a position in UMMA in Q4 2023 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Morgan Stanley held 88,159 shares of Wahed Dow Jones Islamic World ETF worth $3.48M as of Q2 2026.
  • Morgan Stanley bought 1,363 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $49.1K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4475 holding.
  • Morgan Stanley first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2023 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.