Larson Financial Group’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Larson Financial Group’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 Q1	–	Sell	-507	Closed	-$12K	–	878
2020 Q4	$12K	Buy	507 +14	+3%	+$298	﹤0.01%	467
2020 Q3	$10K	Buy	493 +28	+6%	+$560	﹤0.01%	435
2020 Q2	$9K	Sell	465 -89	-16%	-$1.63K	﹤0.01%	413
2020 Q1	$9K	Buy	554 +67	+14%	+$1.34K	0.01%	307
2019 Q4	$11K	Buy	+487	New	+$10.3K	0.01%	287

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Larson Financial Group's HFXI Position: Q1 2021 in Review

Larson Financial Group sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2021, closing a stake of 507 shares — an estimated $12K sold.

Larson Financial Group first reported a position in HFXI in Q4 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2020. 32 funds tracked by Wall St. Rank hold HFXI as of Q1 2021.

Larson Financial Group reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2021 after selling out during the quarter.
Larson Financial Group sold 507 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2021, an estimated $12K.
Larson Financial Group first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2019 and held it in 5 quarters.
Larson Financial Group's NYLI FTSE International Equity Currency Neutral ETF position peaked at $12K in Q4 2020.
32 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.