Integrated Wealth Concepts’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Integrated Wealth Concepts’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	$79.9K	Buy	+2,098	New	+$76.8K	﹤0.01%	2994

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

Integrated Wealth Concepts's HFXI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026: 2,098 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #2994 among its holdings.

113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Integrated Wealth Concepts held 2,098 shares of NYLI FTSE International Equity Currency Neutral ETF worth $79.9K as of Q2 2026.
NYLI FTSE International Equity Currency Neutral ETF was a new Integrated Wealth Concepts position in Q2 2026.
NYLI FTSE International Equity Currency Neutral ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2994 holding.
113 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.