Golden State Wealth Management’s NYLIM 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 Q2	$1.4M	Hold	36,705	–	–	0.13%	160
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Wealth Management's HFXI Position: Q2 2026 in Review

Golden State Wealth Management held its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) position steady in Q2 2026 at 36,705 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #160.

Golden State Wealth Management first reported a position in HFXI in Q4 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Golden State Wealth Management held 36,705 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $1.4M as of Q2 2026.
Golden State Wealth Management left its NYLIM FTSE International Equity Currency Neutral ETF share count unchanged in Q2 2026.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.13% of Golden State Wealth Management's portfolio in Q2 2026, its #160 holding.
Golden State Wealth Management first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2024 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.