JP Morgan Private Wealth Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

JP Morgan Private Wealth Advisors’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
2021 Q2	–	Sell	-26,823	Closed	-$641K	–	1915
2021 Q1	$641K	Sell	26,823 -9,190	-26%	-$216K	﹤0.01%	1225
2020 Q4	$817K	Hold	36,013	–	–	﹤0.01%	1082
2020 Q3	$716K	Buy	36,013 +53	+0.1%	+$1.06K	﹤0.01%	1021
2020 Q2	$696K	Buy	35,960 +103	+0.3%	+$1.88K	﹤0.01%	941
2020 Q1	$602K	Sell	35,857 -13,627	-28%	-$273K	﹤0.01%	867
2019 Q4	$1.07M	Sell	49,484 -3,158	-6%	-$66.6K	﹤0.01%	774
2019 Q3	$1.07M	Buy	52,642 +90	+0.2%	+$1.81K	0.01%	729
2019 Q2	$1.07M	Sell	52,552 -16,507	-24%	-$334K	0.01%	732
2019 Q1	$1.38M	Sell	69,059 -3,481	-5%	-$68K	0.01%	697
2018 Q4	$1.32M	Buy	+72,540	New	+$1.41M	0.01%	670

Other funds holding HFXI

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

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

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HFXI Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2021, closing a stake of 26,823 shares — an estimated $641K sold.

JP Morgan Private Wealth Advisors first reported a position in HFXI in Q4 2018 and held it in 10 quarters. The position peaked at $1.38M in Q1 2019. 30 funds tracked by Wall St. Rank hold HFXI as of Q2 2021.

JP Morgan Private Wealth Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q2 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 26,823 NYLI FTSE International Equity Currency Neutral ETF shares in Q2 2021, an estimated $641K.
JP Morgan Private Wealth Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2018 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $1.38M in Q1 2019.
30 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.