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

United Capital 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	–	Sell	-4,969	Closed	-$308K	–	1652
2025 Q4	$308K	Hold	4,969	–	–	﹤0.01%	1153
2025 Q3	$295K	Hold	4,969	–	–	﹤0.01%	1021
2025 Q2	$266K	Hold	4,969	–	–	﹤0.01%	964
2025 Q1	$243K	Hold	4,969	–	–	﹤0.01%	953
2024 Q4	$262K	Buy	4,969 +470	+10%	+$24.8K	﹤0.01%	931
2024 Q3	$235K	Hold	4,499	–	–	﹤0.01%	954
2024 Q2	$228K	Hold	4,499	–	–	﹤0.01%	942
2024 Q1	$218K	Hold	4,499	–	–	﹤0.01%	994
2023 Q4	$205K	Buy	+4,499	New	+$194K	﹤0.01%	999
2023 Q2	–	Sell	-5,368	Closed	-$209K	–	932
2023 Q1	$209K	Buy	+5,368	New	+$199K	﹤0.01%	918

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

United Capital Financial Advisors's HLAL Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q1 2026, closing a stake of 4,969 shares — an estimated $308K sold.

United Capital Financial Advisors first reported a position in HLAL in Q1 2023 and held it in 10 quarters. The position peaked at $308K in Q4 2025. 56 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

United Capital Financial Advisors reported no remaining Wahed FTSE USA Shariah ETF position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 4,969 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $308K.
United Capital Financial Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q1 2023 and held it in 10 quarters.
United Capital Financial Advisors's Wahed FTSE USA Shariah ETF position peaked at $308K in Q4 2025.
56 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.