Vishria Bird Financial Group’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Vishria Bird Financial Group’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
2025 Q3	$847K	Buy	14,280 +6	+0%	+$337	0.17%	49
2025 Q2	$764K	Buy	14,274 +2,500	+21%	+$124K	0.25%	40
2025 Q1	$575K	Sell	11,774 -1,998	-15%	-$104K	0.2%	47
2024 Q4	$726K	Buy	13,772 +802	+6%	+$42.3K	0.25%	42
2024 Q3	$679K	Buy	12,970 +4,500	+53%	+$229K	0.26%	42
2024 Q2	$429K	Buy	8,470 +1,870	+28%	+$90.8K	0.18%	46
2024 Q1	$319K	Hold	6,600	–	–	0.14%	55
2023 Q4	$300K	Hold	6,600	–	–	0.14%	51
2023 Q3	$274K	Buy	6,600 +600	+10%	+$25.7K	0.16%	47
2023 Q2	$257K	Hold	6,000	–	–	0.15%	52
2023 Q1	$234K	Hold	6,000	–	–	0.15%	52
2022 Q4	$211K	Hold	6,000	–	–	0.15%	57
2022 Q3	$201K	Sell	6,000 -1,506	-20%	-$55.8K	0.14%	54
2022 Q2	$264K	Buy	+7,506	New	+$286K	0.18%	44

Other funds holding HLAL

Goldman Sachs New York $871B AUM 31.28% 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

SFA

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

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

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

FDCDDQ

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

VFA

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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Vishria Bird Financial Group's HLAL Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 0.04% in Q3 2025, buying an estimated $337 and bringing the position to 14,280 shares worth $847K. The position accounts for 0.17% of the portfolio, ranked #49.

Vishria Bird Financial Group first reported a position in HLAL in Q2 2022 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold HLAL as of Q3 2025.

Vishria Bird Financial Group held 14,280 shares of Wahed FTSE USA Shariah ETF worth $847K as of Q3 2025.
Vishria Bird Financial Group bought 6 Wahed FTSE USA Shariah ETF shares in Q3 2025, an estimated $337.
Wahed FTSE USA Shariah ETF made up 0.17% of Vishria Bird Financial Group's portfolio in Q3 2025, its #49 holding.
Vishria Bird Financial Group first reported a position in Wahed FTSE USA Shariah ETF in Q2 2022 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.