Independent Wealth Network’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Independent Wealth Network’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	–	Sell	-11,197	Closed	-$363K	–	318
2025 Q4	$363K	Buy	11,197 +617	+6%	+$19.8K	0.11%	189
2025 Q3	$328K	Buy	10,580 +1,862	+21%	+$56.3K	0.11%	195
2025 Q2	$257K	Buy	8,718 +181	+2%	+$5.11K	0.09%	214
2025 Q1	$235K	Buy	8,537 +92	+1%	+$2.52K	0.09%	209
2024 Q4	$220K	Buy	+8,445	New	+$226K	0.09%	210

Other funds holding HFXI

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

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

NYLIM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Wealth Network's HFXI Position: Q1 2026 in Review

Independent Wealth Network sold out of NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026, closing a stake of 11,197 shares — an estimated $363K sold.

Independent Wealth Network first reported a position in HFXI in Q4 2024 and held it in 5 quarters. The position peaked at $363K in Q4 2025. 100 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Independent Wealth Network reported no remaining NYLIM FTSE International Equity Currency Neutral ETF position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 11,197 NYLIM FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $363K.
Independent Wealth Network first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2024 and held it in 5 quarters.
Independent Wealth Network's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $363K in Q4 2025.
100 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.