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 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 $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 $4.86B AUM 22.78% 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

Walkner Condon Financial Advisors's HLAL Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Wahed FTSE USA Shariah ETF (HLAL) stake by 0.1% in Q1 2026, selling an estimated $497 and leaving 7,977 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #178.

Walkner Condon Financial Advisors first reported a position in HLAL in Q2 2021 and has held it in 18 quarters since. The position peaked at $495K in Q4 2025. 55 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

Walkner Condon Financial Advisors held 7,977 shares of Wahed FTSE USA Shariah ETF worth $473K as of Q1 2026.
Walkner Condon Financial Advisors sold 8 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $497.
Wahed FTSE USA Shariah ETF made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #178 holding.
Walkner Condon Financial Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q2 2021 and has held it in 18 quarters since.
Walkner Condon Financial Advisors's Wahed FTSE USA Shariah ETF position peaked at $495K in Q4 2025.
55 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.