ICA Group Wealth Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

ICA Group 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
2024 Q2	$10K	Hold	375	–	–	0.01%	483
2024 Q1	$10.1K	Buy	+375	New	+$9.6K	﹤0.01%	884

Other funds holding HFXI

NYLIM

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ICA Group Wealth Management's HFXI Position: Q2 2024 in Review

ICA Group Wealth Management held its NYLI FTSE International Equity Currency Neutral ETF (HFXI) position steady in Q2 2024 at 375 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #483.

ICA Group Wealth Management first reported a position in HFXI in Q1 2024 and has held it in 2 quarters since. The position peaked at $10.1K in Q1 2024. 67 funds tracked by Wall St. Rank hold HFXI as of Q2 2024.

ICA Group Wealth Management held 375 shares of NYLI FTSE International Equity Currency Neutral ETF worth $10K as of Q2 2024.
ICA Group Wealth Management left its NYLI FTSE International Equity Currency Neutral ETF share count unchanged in Q2 2024.
NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #483 holding.
ICA Group Wealth Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2024 and has held it in 2 quarters since.
ICA Group Wealth Management's NYLI FTSE International Equity Currency Neutral ETF position peaked at $10.1K in Q1 2024.
67 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.