Verdicts genuinely change. Free email alert the moment ECAT's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
BlackRock ESG Capital Allocation Term Trust
1,291 holdings · as of 2026-06-30 (3.4 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 109% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 27.36% of portfolio weight is in non-compliant holdings, over the 5% threshold.
9.01% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
1,291 holdings, 388 matched (77% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
2.44% of this portfolio’s income is non-permissible — weighted across holdings, computed over 59% of portfolio weight (285 of 1291 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
42.4% compliant 9.3% questionable 25.1% non-compliant 23.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 4.15% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 3.43% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 3.39% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AAPL Apple Inc | COMPLIANT | 3.13% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MU Micron Technology Inc | COMPLIANT | 2.93% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| ASML ASML Holding NV | COMPLIANT | 2.81% | AAOIFI0.8% Usmani8.7% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic8.7% MSCI Islamic M-Series1.4% FTSE Shariah8.7% |
| LLY Eli Lilly & Co | COMPLIANT | 2.56% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| UMBS, TBA | NON_COMPLIANT | 2.44% | no in-house ratios for this holding |
| MSFT Microsoft Corp | QUESTIONABLE | 2.09% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| UMBS, TBA | NON_COMPLIANT | 1.80% | no in-house ratios for this holding |
| BlackRock Liquidity Funds | UNSCREENED | 1.75% | no in-house ratios for this holding |
| AVGO Broadcom Inc | COMPLIANT | 1.70% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| UMBS, TBA | NON_COMPLIANT | 1.67% | no in-house ratios for this holding |
| AMZN Amazon.com Inc | QUESTIONABLE | 1.65% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| UMBS, TBA | NON_COMPLIANT | 1.60% | no in-house ratios for this holding |
| SPDR Gold Shares | UNSCREENED | 1.59% | no in-house ratios for this holding |
| SU.PA Schneider Electric SE | COMPLIANT | 1.37% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| C Citigroup Inc | NON_COMPLIANT | 1.19% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| NEE NextEra Energy Inc | NON_COMPLIANT | 1.18% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| UCG.MI UniCredit SpA | NON_COMPLIANT | 1.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MA Mastercard Inc | COMPLIANT | 1.06% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| TT Trane Technologies PLC | COMPLIANT | 0.98% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| META Meta Platforms Inc | QUESTIONABLE | 0.97% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| COST Costco Wholesale Corp | QUESTIONABLE | 0.94% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CSCO Cisco Systems Inc | COMPLIANT | 0.94% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| 005930.KS Samsung Electronics Co Ltd | COMPLIANT | 0.87% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 0.85% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| NG.L National Grid PLC | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BAC Bank of America Corp | NON_COMPLIANT | 0.74% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 0.72% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| TSLA Tesla Inc | COMPLIANT | 0.72% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| CDNS Cadence Design Systems Inc | COMPLIANT | 0.67% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MCK McKesson Corp | COMPLIANT | 0.67% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| ISRG Intuitive Surgical Inc | COMPLIANT | 0.67% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VERSA NETWORKS INC | UNSCREENED | 0.66% | no in-house ratios for this holding |
| UNP Union Pacific Corp | COMPLIANT | 0.66% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| WMT Walmart Inc | QUESTIONABLE | 0.64% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| DAL Delta Air Lines Inc | NON_COMPLIANT | 0.64% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| GEV GE Vernova Inc | COMPLIANT | 0.63% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| CCJ Cameco Corp | COMPLIANT | 0.63% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ABBV AbbVie Inc | COMPLIANT | 0.62% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| DIS Walt Disney Co/The | NON_COMPLIANT | 0.62% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| INTC Intel Corp | COMPLIANT | 0.62% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| CRH CRH PLC | COMPLIANT | 0.58% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.58% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| GE General Electric Co | NON_COMPLIANT | 0.57% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| WESTBAY 4A2 NOTES | UNSCREENED | 0.57% | no in-house ratios for this holding |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.57% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| UMBS, TBA | NON_COMPLIANT | 0.56% | no in-house ratios for this holding |
| LIN Linde PLC | COMPLIANT | 0.55% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| CAT Caterpillar Inc | COMPLIANT | 0.54% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GLE.PA Societe Generale SA | NON_COMPLIANT | 0.54% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JNJ Johnson & Johnson | COMPLIANT | 0.53% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| DAVIDSON HOMES PREF EQIUTY/PFD | UNSCREENED | 0.52% | no in-house ratios for this holding |
| HLT Hilton Worldwide Holdings Inc | NON_COMPLIANT | 0.51% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| State Street SPDR S&P Biotech ETF | UNSCREENED | 0.50% | no in-house ratios for this holding |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 0.48% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| PH Parker-Hannifin Corp | COMPLIANT | 0.48% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| LRCX Lam Research Corp | COMPLIANT | 0.48% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| AZN AstraZeneca PLC | COMPLIANT | 0.47% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 0.47% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| CSX CSX Corp | COMPLIANT | 0.46% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ING ING Groep NV | NON_COMPLIANT | 0.45% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 0.44% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| MRK Merck & Co Inc | COMPLIANT | 0.43% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| ETN Eaton Corp PLC | COMPLIANT | 0.43% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| DSV.CO DSV A/S | NON_COMPLIANT | 0.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LYV Live Nation Entertainment Inc | NON_COMPLIANT | 0.40% | AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7% |
| HD Home Depot Inc/The | COMPLIANT | 0.40% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| CFG Citizens Financial Group Inc | NON_COMPLIANT | 0.39% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| SYK Stryker Corp | COMPLIANT | 0.39% | AAOIFI14.6% Usmani32.2% Dow Jones Islamic11.3% S&P Shariah11.8% MSCI Islamic32.2% MSCI Islamic M-Series11.8% FTSE Shariah31.2% |
| RELX RELX PLC | COMPLIANT | 0.39% | AAOIFI16.2% Usmani49.2% Dow Jones Islamic12.5% S&P Shariah12.8% MSCI Islamic49.2% MSCI Islamic M-Series12.8% FTSE Shariah49.2% |
| GALAXY UNIVERSAL LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| DDOG Datadog Inc | NON_COMPLIANT | 0.35% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 0.34% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| EW Edwards Lifesciences Corp | COMPLIANT | 0.34% | AAOIFI1.4% Usmani5.1% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic5.1% MSCI Islamic M-Series1.5% FTSE Shariah4.3% |
| FCX Freeport-McMoRan Inc | COMPLIANT | 0.33% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| 000660.KS SK hynix Inc | COMPLIANT | 0.32% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 1211.HK BYD Co Ltd | COMPLIANT | 0.32% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| RMS.PA Hermes International SCA | COMPLIANT | 0.31% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| RESORT CMNTYS LOANCO LP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| PGR Progressive Corp/The | NON_COMPLIANT | 0.30% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| UAL United Airlines Holdings Inc | NON_COMPLIANT | 0.30% | AAOIFI93.1% Usmani39.8% Dow Jones Islamic109.0% S&P Shariah132.3% MSCI Islamic39.8% MSCI Islamic M-Series132.3% FTSE Shariah31.3% |
| BlackRock Funds III | UNSCREENED | 0.30% | no in-house ratios for this holding |
| NFLX Netflix Inc | QUESTIONABLE | 0.30% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| CHNGE Mortgage Trust 2022-2 | UNSCREENED | 0.29% | no in-house ratios for this holding |
| TJX TJX Cos Inc/The | COMPLIANT | 0.28% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| DR Horton Inc | UNSCREENED | 0.28% | no in-house ratios for this holding |
| RO.SW Roche Holding AG | COMPLIANT | 0.28% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| MCD McDonald's Corp | NON_COMPLIANT | 0.28% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| CPG.L Compass Group PLC | COMPLIANT | 0.28% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Coreweave Compute Acquisition Co II LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ENR.DE Siemens Energy AG | COMPLIANT | 0.26% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| PANW Palo Alto Networks Inc | COMPLIANT | 0.25% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GILD Gilead Sciences Inc | COMPLIANT | 0.24% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| ORCL Oracle Corp | NON_COMPLIANT | 0.23% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MFRA Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| PROJECT MONTELENA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ANET Arista Networks Inc | COMPLIANT | 0.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SIEMENS.NS Siemens AG | COMPLIANT | 0.22% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| COF Capital One Financial Corp | NON_COMPLIANT | 0.22% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| ROK Rockwell Automation Inc | COMPLIANT | 0.22% | AAOIFI6.1% Usmani26.4% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic26.4% MSCI Islamic M-Series8.1% FTSE Shariah23.2% |
| Home Partners of America Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| RMF Buyout Issuance Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| TRGP Targa Resources Corp | NON_COMPLIANT | 0.20% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| EL Estee Lauder Cos Inc/The | NON_COMPLIANT | 0.20% | AAOIFI25.1% Usmani46.9% Dow Jones Islamic30.8% S&P Shariah26.5% MSCI Islamic46.8% MSCI Islamic M-Series26.5% FTSE Shariah37.0% |
| EIS Group Inc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BEIGNET INVESTOR LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HEALTHPEAK OP LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| OCEANA A NOTE 4 YEAR | UNSCREENED | 0.19% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| LITE Lumentum Holdings Inc | COMPLIANT | 0.19% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| ANTHROPIC PBC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| iShares Russell 2000 ETF | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ABN.AS ABN AMRO Bank NV | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ANHEUSER-BUSCH INBEV WOR | UNSCREENED | 0.17% | no in-house ratios for this holding |
| MDB MongoDB Inc | COMPLIANT | 0.17% | AAOIFI0.1% Usmani1.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| 8306.T Mitsubishi UFJ Financial Group Inc | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Progress Residential Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PEP PepsiCo Inc | COMPLIANT | 0.17% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| Commonwealth of Puerto Rico | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Citibank NA | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AMF MF Portfolio | UNSCREENED | 0.16% | no in-house ratios for this holding |
| TXN Texas Instruments Inc | COMPLIANT | 0.16% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| BSX Boston Scientific Corp | COMPLIANT | 0.16% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| LLY ELI LILLY & CO | COMPLIANT | 0.15% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| OCEANA A 4YR NOTE UPSIZE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| 0700.HK Tencent Holdings Ltd | COMPLIANT | 0.15% | AAOIFIpass Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Progress Residential Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Home Partners of America Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Altar Bidco Inc | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ISP.MI Intesa Sanpaolo SpA | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Options Clearing Corp. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 0.15% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| UBER Uber Technologies Inc | COMPLIANT | 0.14% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| SNOW Snowflake Inc | COMPLIANT | 0.14% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| DF RESIDENTIAL III EQUITY | UNSCREENED | 0.14% | no in-house ratios for this holding |
| LNG Cheniere Energy Inc | NON_COMPLIANT | 0.14% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| M&M.NS Mahindra & Mahindra Ltd | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 1299.HK AIA Group Ltd | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MORGAN STANLEY FIN LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| iShares China Large-Cap ETF | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GS FINANCE CORP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.12% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Progress Residential Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GOLDMAN SACHS BANK USA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Chicago Mercantile Exchange | UNSCREENED | 0.12% | no in-house ratios for this holding |
| HNG HOSPITALITY OFFSHORE LP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MRVL Marvell Technology Inc | COMPLIANT | 0.12% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| FREMF Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Gracechurch Mortgage Finance Plc | UNSCREENED | 0.11% | no in-house ratios for this holding |
| OCEANA A NOTE 3 YEAR | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SCREAMING EAGLE ACQUISITION CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| RAPIDSOS SERIES C 1 EQUITY | UNSCREENED | 0.11% | no in-house ratios for this holding |
| COREWEAVE CONVERTIBLE PREF EQ | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Hudson Yards | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ANTHROPIC SERIES G | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CHNGE Mortgage Trust 2022-1 | UNSCREENED | 0.11% | no in-house ratios for this holding |
| JP Morgan Chase Commercial Mortgage Sec Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Velocity Commercial Capital Loan Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| NIDDA HEALTHCARE HOLDING AG | UNSCREENED | 0.10% | no in-house ratios for this holding |
| JP Morgan Chase Commercial Mortgage Sec Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SBUX Starbucks Corp | COMPLIANT | 0.10% | AAOIFI19.3% Usmani79.3% Dow Jones Islamic21.4% S&P Shariah22.1% MSCI Islamic79.3% MSCI Islamic M-Series22.1% FTSE Shariah46.9% |
| SBILIFE.NS SBI Life Insurance Co Ltd | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CoreWeave Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Boots Group Bidco Ltd | UNSCREENED | 0.10% | no in-house ratios for this holding |
| BKNG Booking Holdings Inc | COMPLIANT | 0.10% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KraneShares CSI China Internet ETF | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MC.PA LVMH Moet Hennessy Louis Vuitton SE | COMPLIANT | 0.10% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| AERNNOVA AEROSPACE SAU | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AKE.PA Arkema SA | NON_COMPLIANT | 0.09% | AAOIFI102.9% Usmani34.5% Dow Jones Islamic— S&P Shariah— MSCI Islamic32.0% MSCI Islamic M-Series— FTSE Shariah32.0% |
| VXX Barclays Bank PLC | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LESSEN INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| XEROX CORPORATION | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CD&R Firefly Bidco Limited | UNSCREENED | 0.08% | no in-house ratios for this holding |
| State Street SPDR S&P Regional Banking ETF | UNSCREENED | 0.08% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| JPMorgan Chase Bank N.A. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Project Montage | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ARDONAGH FINCO LTD | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ENB.TO Enbridge Inc | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Tricon Residential | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.07% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CRWD Crowdstrike Holdings Inc | COMPLIANT | 0.07% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| GOOG ALPHABET INC | QUESTIONABLE | 0.07% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| Quimper AB | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BLITZ 26 281 SE | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Verisure Holding AB | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KERSIA INTERNATIONAL | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ELECTRONIC ARTS INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| TRENCH GROUP GMBH | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Cobham Ultra SeniorCo Sarl | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Node AcquiCo GmbH | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BASF COATINGS | UNSCREENED | 0.07% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Speed Midco 3 S.a r.l. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| VZ Verizon Communications Inc | NON_COMPLIANT | 0.07% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| Sword Purchaser LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CBRS Cerebras Systems Inc | COMPLIANT | 0.07% | AAOIFI4.0% Usmani12.8% Dow Jones Islamic— S&P Shariah— MSCI Islamic12.8% MSCI Islamic M-Series— FTSE Shariah7.9% |
| MEDIAN B V | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Obol France 3 SAS | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FNZ Group Services Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Osaka Exchange | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Ramsay Generale de Sante SA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Indy US Bidco LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Mill City Solar Loan Ltd. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GS FINANCE CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SHEL Shell PLC | NON_COMPLIANT | 0.06% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| APP AppLovin Corp | COMPLIANT | 0.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VERSA NETWORKS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| RAPIDSOS WARRANTS | UNSCREENED | 0.06% | no in-house ratios for this holding |
| KEYS Keysight Technologies Inc | COMPLIANT | 0.06% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| Options Clearing Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DBK.DE DEUTSCHE BANK AG | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ZEGONA FINANCE PLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MSFT MICROSOFT CORP | QUESTIONABLE | 0.06% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| iShares MSCI Emerging Markets ETF | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Europa University Education Group, S.L | UNSCREENED | 0.05% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.05% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| COREWEAVE INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CLARIFY HEALTH | UNSCREENED | 0.05% | no in-house ratios for this holding |
| VXX Barclays Bank PLC | NON_COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ICE Intercontinental Exchange, Inc. | NON_COMPLIANT | 0.05% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| CSC HOLDINGS LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| ICE Intercontinental Exchange, Inc. | NON_COMPLIANT | 0.05% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| CVC Cordatus Opportunity Loan Fund DAC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Citibank NA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| EQNR Equinor ASA | NON_COMPLIANT | 0.05% | AAOIFI2.5% Usmani18.0% Dow Jones Islamic32.5% S&P Shariah32.6% MSCI Islamic18.0% MSCI Islamic M-Series32.6% FTSE Shariah18.0% |
| ZEITVIEW SERIES E 3 PREF EQ | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Promontoria Beech Designated Activity Co | UNSCREENED | 0.04% | no in-house ratios for this holding |
| LOXAM SAS | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Mill City Solar Loan Ltd. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ROST Ross Stores Inc | COMPLIANT | 0.04% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| CNA.L CENTRICA PLC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Chicago Mercantile Exchange | UNSCREENED | 0.04% | no in-house ratios for this holding |
| AROUNDTOWN FINANCE SARL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
The published standards disagree about this fund by 22 points of portfolio weight — 53.5% of it passes AAOIFI, 31.9% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 53.5% ratios fail on 14.7% 40.9% not rated under AAOIFI
ratios pass on 38.8% ratios fail on 25.9% 44.3% not rated under Usmani
ratios pass on 52.4% ratios fail on 15.5% 41.2% not rated under Dow Jones Islamic
ratios pass on 52.4% ratios fail on 15.5% 41.2% not rated under S&P Shariah
ratios pass on 31.9% ratios fail on 30.0% 47.2% not rated under MSCI Islamic
ratios pass on 52.4% ratios fail on 15.5% 41.2% not rated under MSCI Islamic M-Series
ratios pass on 39.1% ratios fail on 25.8% 44.1% not rated under FTSE Shariah
240 of 1,291 listed holdings carry our own per-methodology verdicts (75% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 170 (61% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
BlackRock ESG Capital Allocation Term Trust (ECAT) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Computing the full ratio and business-activity breakdown for ECAT — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 40.50 | NEUTRAL |
| Stochastic %K (14) | 37.14 | NEUTRAL |
| CCI (20) | -45.78 | NEUTRAL |
| Williams %R (14) | -62.86 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | -0.71 | SELL |
| Momentum (10) | -0.10 | SELL |
| EMA (10) | 14.04 | SELL |
| SMA (10) | 13.98 | SELL |
| EMA (20) | 14.15 | SELL |
| SMA (20) | 14.07 | SELL |
| EMA (30) | 14.27 | SELL |
| SMA (30) | 14.32 | SELL |
| EMA (50) | 14.40 | SELL |
| SMA (50) | 14.62 | SELL |
| EMA (100) | 14.38 | SELL |
| SMA (100) | 14.63 | SELL |
| EMA (200) | 13.97 | SELL |
| SMA (200) | 13.93 | SELL |
Weak — low conviction, small size or skip
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | RANGING | 41 |
| ⏰ 4H | BULLISH | 34 |
| 🕐 1H | BEARISH | 98 |
| ⏱ 15-Min | BULLISH | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-06 · Asset managers net 906615 (+2612)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.