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Mount Yale Investment Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-3,428
Closed -$101K – 1067
2025
Q2 		$101K Buy
+3,428
New +$96.8K 0.01% 658

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Mount Yale Investment Advisors's HFXI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q3 2025, closing a stake of 3,428 shares — an estimated $101K sold.

Mount Yale Investment Advisors first reported a position in HFXI in Q2 2025 and held it in 1 quarter. The position peaked at $101K in Q2 2025. 82 funds tracked by Wall St. Rank hold HFXI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,428 NYLI FTSE International Equity Currency Neutral ETF shares in Q3 2025, an estimated $101K.
  • Mount Yale Investment Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $101K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.