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Intentional Wealth Strategies’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Intentional Wealth Strategies’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 		$1.91M Sell
50,135
-1,944
-4% -$71.2K 1.79% 15
2026
Q1 		$1.75M Buy
+52,079
New +$1.79M 1.63% 14

Other funds holding HFXI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intentional Wealth Strategies's HFXI Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 3.7% in Q2 2026, selling an estimated $71.2K and leaving 50,135 shares worth $1.91M. The position accounts for 1.79% of the portfolio, ranked #15.

Intentional Wealth Strategies first reported a position in HFXI in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • Intentional Wealth Strategies held 50,135 shares of NYLI FTSE International Equity Currency Neutral ETF worth $1.91M as of Q2 2026.
  • Intentional Wealth Strategies sold 1,944 NYLI FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $71.2K.
  • NYLI FTSE International Equity Currency Neutral ETF made up 1.79% of Intentional Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Intentional Wealth Strategies first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.