Walkner Condon Financial Advisors’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Walkner Condon 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 Q2	$568K	Sell	7,954 -23	-0.3%	-$1.57K	0.07%	176
2026 Q1	$473K	Sell	7,977 -8	-0.1%	-$497	0.06%	178
2025 Q4	$495K	Hold	7,985	–	–	0.07%	178
2025 Q3	$474K	Sell	7,985 -21	-0.3%	-$1.18K	0.08%	180
2025 Q2	$428K	Sell	8,006 -1	-0%	-$50	0.08%	181
2025 Q1	$391K	Hold	8,007	–	–	0.08%	178
2024 Q4	$422K	Hold	8,007	–	–	0.09%	180
2024 Q3	$419K	Sell	8,007 -10	-0.1%	-$508	0.09%	176
2024 Q2	$406K	Hold	8,017	–	–	0.09%	162
2024 Q1	$388K	Hold	8,017	–	–	0.08%	183
2023 Q4	$364K	Hold	8,017	–	–	0.08%	186
2023 Q3	$332K	Hold	8,017	–	–	0.09%	175
2023 Q2	$343K	Hold	8,017	–	–	0.09%	164
2023 Q1	$312K	Hold	8,017	–	–	0.09%	169
2022 Q4	$282K	Buy	8,017 +23	+0.3%	+$820	0.08%	172
2022 Q3	$267K	Hold	7,994	–	–	0.09%	175
2022 Q2	$281K	Buy	7,994 +6	+0.1%	+$229	0.09%	177
2022 Q1	$332K	Buy	+7,988	New	+$325K	0.09%	167
2021 Q3	–	Sell	-7,810	Closed	-$294K	–	159
2021 Q2	$294K	Buy	+7,810	New	+$286K	0.11%	134

Other funds holding HLAL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 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 $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Walkner Condon Financial Advisors's HLAL Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Wahed FTSE USA Shariah ETF (HLAL) stake by 0.29% in Q2 2026, selling an estimated $1.57K and leaving 7,954 shares worth $568K. The position accounts for 0.07% of the portfolio, ranked #176.

Walkner Condon Financial Advisors first reported a position in HLAL in Q2 2021 and has held it in 19 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Walkner Condon Financial Advisors held 7,954 shares of Wahed FTSE USA Shariah ETF worth $568K as of Q2 2026.
Walkner Condon Financial Advisors sold 23 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $1.57K.
Wahed FTSE USA Shariah ETF made up 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #176 holding.
Walkner Condon Financial Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q2 2021 and has held it in 19 quarters since.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.