Steward Partners Investment Advisory’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Steward Partners Investment Advisory’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	$44.8K	Sell	756 -109	-13%	-$6.77K	﹤0.01%	2848
2025 Q4	$53.7K	Hold	865	–	–	﹤0.01%	2631
2025 Q3	$51.3K	Hold	865	–	–	﹤0.01%	2598
2025 Q2	$46.3K	Hold	865	–	–	﹤0.01%	2522
2025 Q1	$42.2K	Buy	+865	New	+$45.1K	﹤0.01%	2468

Other funds holding HLAL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $27.8B AUM 31.66% 1-Year Est. Return

Steward Partners Investment Advisory's HLAL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Wahed FTSE USA Shariah ETF (HLAL) stake by 13% in Q1 2026, selling an estimated $6.77K and leaving 756 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Steward Partners Investment Advisory first reported a position in HLAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $53.7K in Q4 2025. 56 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

Steward Partners Investment Advisory held 756 shares of Wahed FTSE USA Shariah ETF worth $44.8K as of Q1 2026.
Steward Partners Investment Advisory sold 109 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $6.77K.
Wahed FTSE USA Shariah ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2848 holding.
Steward Partners Investment Advisory first reported a position in Wahed FTSE USA Shariah ETF in Q1 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Wahed FTSE USA Shariah ETF position peaked at $53.7K in Q4 2025.
56 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.