Sequoia Financial Advisors’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Sequoia Financial Advisors’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	$2.17M	Hold	30,428	–	–	0.01%	610
2026 Q1	$1.8M	Hold	30,428	–	–	0.01%	641
2025 Q4	$1.89M	Buy	30,428 +1,644	+6%	+$101K	0.01%	595
2025 Q3	$1.71M	Hold	28,784	–	–	0.01%	578
2025 Q2	$1.54M	Hold	28,784	–	–	0.01%	542
2025 Q1	$1.41M	Hold	28,784	–	–	0.01%	517
2024 Q4	$1.52M	Hold	28,784	–	–	0.01%	475
2024 Q3	$1.51M	Hold	28,784	–	–	0.02%	442
2024 Q2	$1.46M	Hold	28,784	–	–	0.02%	401
2024 Q1	$1.39M	Hold	28,784	–	–	0.02%	401
2023 Q4	$1.31M	Buy	28,784 +11,405	+66%	+$491K	0.02%	453
2023 Q3	$720K	Buy	+17,379	New	+$744K	0.01%	414

Other funds holding HLAL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Sequoia Financial Advisors's HLAL Position: Q2 2026 in Review

Sequoia Financial Advisors held its Wahed FTSE USA Shariah ETF (HLAL) position steady in Q2 2026 at 30,428 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #610.

Sequoia Financial Advisors first reported a position in HLAL in Q3 2023 and has held it in 12 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Sequoia Financial Advisors held 30,428 shares of Wahed FTSE USA Shariah ETF worth $2.17M as of Q2 2026.
Sequoia Financial Advisors left its Wahed FTSE USA Shariah ETF share count unchanged in Q2 2026.
Wahed FTSE USA Shariah ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #610 holding.
Sequoia Financial Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q3 2023 and has held it in 12 quarters since.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.