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Strengthening Families & Communities LLC’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Strengthening Families & Communities 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
Q1 		$261K Buy
8,511
+284
+3% +$9.1K 0.07% 141
2025
Q4 		$244K Buy
8,227
+2,683
+48% +$77K 0.09% 85
2025
Q3 		$153K Buy
5,544
+1,036
+23% +$27.6K 0.03% 180
2025
Q2 		$120K Buy
4,508
+4,497
+40,882% +$112K 0.07% 107
2025
Q1 		$262 Buy
+11
New +$272 ﹤0.01% 362

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strengthening Families & Communities LLC's UMMA Position: Q1 2026 in Review

Strengthening Families & Communities LLC increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 3.5% in Q1 2026, buying an estimated $9.1K and bringing the position to 8,511 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #141.

Strengthening Families & Communities LLC first reported a position in UMMA in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • Strengthening Families & Communities LLC held 8,511 shares of Wahed Dow Jones Islamic World ETF worth $261K as of Q1 2026.
  • Strengthening Families & Communities LLC bought 284 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $9.1K.
  • Wahed Dow Jones Islamic World ETF made up 0.07% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #141 holding.
  • Strengthening Families & Communities LLC first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.