NVWM LLC’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

NVWM LLC’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	$1.22K	Buy	31 +13	+72%	+$468	﹤0.01%	585
2026 Q1	$552	Buy	+18	New	+$577	﹤0.01%	640

Other funds holding UMMA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

NVWM LLC's UMMA Position: Q2 2026 in Review

NVWM LLC increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 72% in Q2 2026, buying an estimated $468 and bringing the position to 31 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

NVWM LLC first reported a position in UMMA in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

NVWM LLC held 31 shares of Wahed Dow Jones Islamic World ETF worth $1.22K as of Q2 2026.
NVWM LLC bought 13 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $468.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #585 holding.
NVWM LLC first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.