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 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 $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return