Golden State Wealth Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Golden State Wealth Management’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Sell	36,705 -2,838	-7%	-$97.6K	0.13%	144
2025 Q4	$1.28M	Sell	39,543 -807	-2%	-$25.8K	0.14%	131
2025 Q3	$1.25M	Sell	40,350 -1,874	-4%	-$56.7K	0.14%	124
2025 Q2	$1.24M	Sell	42,224 -2,292	-5%	-$64.7K	0.15%	118
2025 Q1	$1.23M	Buy	44,516 +559	+1%	+$15.3K	0.18%	101
2024 Q4	$1.15M	Buy	+43,957	New	+$1.18M	0.17%	102

Other funds holding HFXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Golden State Wealth Management's HFXI Position: Q1 2026 in Review

Golden State Wealth Management reduced its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 7.2% in Q1 2026, selling an estimated $97.6K and leaving 36,705 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #144.

Golden State Wealth Management first reported a position in HFXI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Golden State Wealth Management held 36,705 shares of NYLI FTSE International Equity Currency Neutral ETF worth $1.23M as of Q1 2026.
Golden State Wealth Management sold 2,838 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $97.6K.
NYLI FTSE International Equity Currency Neutral ETF made up 0.13% of Golden State Wealth Management's portfolio in Q1 2026, its #144 holding.
Golden State Wealth Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's NYLI FTSE International Equity Currency Neutral ETF position peaked at $1.28M in Q4 2025.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.