CWA
NIHI

Cascade Wealth Advisors’s NEOS MSCI EAFE High Income ETF NIHI Stock Holding History

Cascade Wealth Advisors’s Portfolio NIHI Stock Details NIHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.78M Buy
170,241
+21,188
+14% +$1.08M 3.86% 10
2025
Q4 		$7.75M Buy
149,053
+133,916
+885% +$6.72M 3.57% 10
2025
Q3 		$759K Buy
+15,137
New +$753K 0.37% 31

Other funds holding NIHI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $177M AUM 20.78% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Cascade Wealth Advisors's NIHI Position: Q1 2026 in Review

Cascade Wealth Advisors increased its NEOS MSCI EAFE High Income ETF (NIHI) stake by 14% in Q1 2026, buying an estimated $1.08M and bringing the position to 170,241 shares worth $8.78M. The position accounts for 3.86% of the portfolio, ranked #10.

Cascade Wealth Advisors first reported a position in NIHI in Q3 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold NIHI as of Q1 2026.

  • Cascade Wealth Advisors held 170,241 shares of NEOS MSCI EAFE High Income ETF worth $8.78M as of Q1 2026.
  • Cascade Wealth Advisors bought 21,188 NEOS MSCI EAFE High Income ETF shares in Q1 2026, an estimated $1.08M.
  • NEOS MSCI EAFE High Income ETF made up 3.86% of Cascade Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Cascade Wealth Advisors first reported a position in NEOS MSCI EAFE High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS MSCI EAFE High Income ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.