S
UMMA icon

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

ShariaPortfolio’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
2024
Q1 		– Sell
-13,791
Closed -$314K – 39
2023
Q4 		$314K Sell
13,791
-75,851
-85% -$1.59M 0.21% 37
2023
Q3 		$1.8M Buy
+89,642
New +$1.91M 1.43% 12

Other funds holding UMMA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $611M AUM 17.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ShariaPortfolio's UMMA Position: Q1 2024 in Review

ShariaPortfolio sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q1 2024, closing a stake of 13,791 shares — an estimated $314K sold.

ShariaPortfolio first reported a position in UMMA in Q3 2023 and held it in 2 quarters. The position peaked at $1.8M in Q3 2023. 17 funds tracked by Wall St. Rank hold UMMA as of Q1 2024.

  • ShariaPortfolio reported no remaining Wahed Dow Jones Islamic World ETF position as of Q1 2024 after selling out during the quarter.
  • ShariaPortfolio sold 13,791 Wahed Dow Jones Islamic World ETF shares in Q1 2024, an estimated $314K.
  • ShariaPortfolio first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2023 and held it in 2 quarters.
  • ShariaPortfolio's Wahed Dow Jones Islamic World ETF position peaked at $1.8M in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2024.

Based on ShariaPortfolio's 13F filing for Q1 2024, filed 1 May 2024.