Lodestar Private Asset Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Lodestar Private Asset Management’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	$309K	Sell	9,205 -2,634	-22%	-$90.6K	0.03%	189
2025 Q4	$384K	Buy	11,839 +401	+4%	+$12.8K	0.04%	169
2025 Q3	$355K	Sell	11,438 -7,737	-40%	-$234K	0.04%	177
2025 Q2	$565K	Sell	19,175 -755	-4%	-$21.3K	0.07%	133
2025 Q1	$548K	Buy	19,930 +563	+3%	+$15.4K	0.07%	130
2024 Q4	$505K	Hold	19,367	–	–	0.06%	138
2024 Q3	$535K	Sell	19,367 -7,240	-27%	-$195K	0.07%	131
2024 Q2	$710K	Buy	26,607 +1,090	+4%	+$29.2K	0.1%	114
2024 Q1	$685K	Hold	25,517	–	–	0.1%	115
2023 Q4	$635K	Sell	25,517 -540	-2%	-$12.7K	0.1%	117
2023 Q3	$603K	Hold	26,057	–	–	0.1%	117
2023 Q2	$624K	Hold	26,057	–	–	0.1%	112
2023 Q1	$601K	Sell	26,057 -185	-0.7%	-$4.21K	0.11%	111
2022 Q4	$560K	Buy	+26,242	New	+$555K	0.11%	115

Other funds holding HFXI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Lodestar Private Asset Management's HFXI Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 22% in Q1 2026, selling an estimated $90.6K and leaving 9,205 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #189.

Lodestar Private Asset Management first reported a position in HFXI in Q4 2022 and has held it in 14 quarters since. The position peaked at $710K in Q2 2024. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Lodestar Private Asset Management held 9,205 shares of NYLI FTSE International Equity Currency Neutral ETF worth $309K as of Q1 2026.
Lodestar Private Asset Management sold 2,634 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $90.6K.
NYLI FTSE International Equity Currency Neutral ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #189 holding.
Lodestar Private Asset Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's NYLI FTSE International Equity Currency Neutral ETF position peaked at $710K in Q2 2024.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.