Morgan Stanley
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Morgan Stanley’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Morgan Stanley’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 		$184M Buy
5,477,258
+1,050,662
+24% +$36.1M 0.01% 1007
2025
Q4 		$144M Buy
4,426,596
+310,355
+8% +$9.94M 0.01% 1150
2025
Q3 		$128M Buy
4,116,241
+265,922
+7% +$8.04M 0.01% 1217
2025
Q2 		$113M Buy
3,850,319
+85,137
+2% +$2.41M 0.01% 1228
2025
Q1 		$104M Buy
3,765,182
+445,226
+13% +$12.2M 0.01% 1233
2024
Q4 		$86.5M Buy
3,319,956
+37,031
+1% +$992K 0.01% 1365
2024
Q3 		$90.7M Buy
3,282,925
+781,642
+31% +$21.1M 0.01% 1324
2024
Q2 		$66.8M Sell
2,501,283
-297,596
-11% -$7.97M 0.01% 1484
2024
Q1 		$75.1M Sell
2,798,879
-2,215,557
-44% -$56.7M 0.01% 1394
2023
Q4 		$125M Buy
5,014,436
+3,288,318
+191% +$77.5M 0.01% 1507
2023
Q3 		$39.9M Buy
1,726,118
+871,132
+102% +$20.7M ﹤0.01% 1793
2023
Q2 		$20.5M Buy
854,986
+263,291
+44% +$6.22M ﹤0.01% 2447
2023
Q1 		$13.7M Sell
591,695
-458,467
-44% -$10.4M ﹤0.01% 2847
2022
Q4 		$22.4M Buy
1,050,162
+553,857
+112% +$11.7M ﹤0.01% 2222
2022
Q3 		$9.56M Buy
496,305
+120,900
+32% +$2.55M ﹤0.01% 3024
2022
Q2 		$7.84M Sell
375,405
-209,880
-36% -$4.7M ﹤0.01% 3327
2022
Q1 		$13.8M Sell
585,285
-87,930
-13% -$2.1M ﹤0.01% 2523
2021
Q4 		$16.9M Sell
673,215
-98,019
-13% -$2.44M ﹤0.01% 2339
2021
Q3 		$18.8M Sell
771,234
-71,829
-9% -$1.8M ﹤0.01% 2149
2021
Q2 		$20.9M Sell
843,063
-9,103
-1% -$225K ﹤0.01% 2103
2021
Q1 		$20.4M Sell
852,166
-158,532
-16% -$3.73M ﹤0.01% 1890
2020
Q4 		$22.9M Sell
1,010,698
-19,885
-2% -$423K ﹤0.01% 1671
2020
Q3 		$20.5M Buy
1,030,583
+27,367
+3% +$548K ﹤0.01% 1471
2020
Q2 		$19.4M Sell
1,003,216
-229,143
-19% -$4.19M ﹤0.01% 1416
2020
Q1 		$20.7M Sell
1,232,359
-121,612
-9% -$2.44M 0.01% 1249
2019
Q4 		$29.4M Buy
1,353,971
+880,772
+186% +$18.6M 0.01% 1321
2019
Q3 		$9.63M Buy
473,199
+7,216
+2% +$145K ﹤0.01% 2172
2019
Q2 		$9.49M Sell
465,983
-146,475
-24% -$2.96M ﹤0.01% 2218
2019
Q1 		$12.3M Sell
612,458
-79,943
-12% -$1.56M ﹤0.01% 1830
2018
Q4 		$12.6M Buy
692,401
+95,475
+16% +$1.86M ﹤0.01% 1874
2018
Q3 		$12.6M Buy
596,926
+23,334
+4% +$489K ﹤0.01% 2174
2018
Q2 		$12M Buy
573,592
+4,567
+0.8% +$97.9K ﹤0.01% 2162
2018
Q1 		$12M Sell
569,025
-5,377
-0.9% -$116K ﹤0.01% 2163
2017
Q4 		$12.4M Buy
574,402
+124,960
+28% +$2.67M ﹤0.01% 2179
2017
Q3 		$9.34M Buy
449,442
+199,266
+80% +$4.08M ﹤0.01% 2351
2017
Q2 		$5.04M Buy
250,176
+81,624
+48% +$1.63M ﹤0.01% 2831
2017
Q1 		$3.25M Buy
168,552
+143,843
+582% +$2.72M ﹤0.01% 3356
2016
Q4 		$448K Buy
24,709
+23,811
+2,652% +$430K ﹤0.01% 4990
2016
Q3 		$16K Sell
898
-651
-42% -$11.7K ﹤0.01% 5978
2016
Q2 		$27K Buy
1,549
+150
+11% +$2.62K ﹤0.01% 5745
2016
Q1 		$24K Sell
1,399
-15,193
-92% -$258K ﹤0.01% 5866
2015
Q4 		$302K Buy
+16,592
New +$307K ﹤0.01% 4869

Other funds holding HFXI

Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Morgan Stanley's HFXI Position: Q1 2026 in Review

Morgan Stanley increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 24% in Q1 2026, buying an estimated $36.1M and bringing the position to 5,477,258 shares worth $184M. The position accounts for 0.01% of the portfolio, ranked #1007.

Morgan Stanley first reported a position in HFXI in Q4 2015 and has held it in 42 quarters since. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • Morgan Stanley held 5,477,258 shares of NYLI FTSE International Equity Currency Neutral ETF worth $184M as of Q1 2026.
  • Morgan Stanley bought 1,050,662 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $36.1M.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1007 holding.
  • Morgan Stanley first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2015 and has held it in 42 quarters since.
  • 99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.