NewEdge Wealth’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

NewEdge Wealth’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	$497K	Hold	14,802	–	–	0.01%	818
2025 Q4	$480K	Buy	14,802 +31	+0.2%	+$993	0.01%	857
2025 Q3	$472K	Sell	14,771 -2,939	-17%	-$88.9K	0.01%	757
2025 Q2	$530K	Sell	17,710 -894	-5%	-$25.3K	0.01%	697
2025 Q1	$512K	Sell	18,604 -2,871	-13%	-$78.8K	0.01%	645
2024 Q4	$560K	Sell	21,475 -1,658	-7%	-$44.4K	0.01%	615
2024 Q3	$639K	Sell	23,133 -6,480	-22%	-$175K	0.01%	568
2024 Q2	$791K	Hold	29,613	–	–	0.02%	454
2024 Q1	$782K	Hold	29,613	–	–	0.02%	466
2023 Q4	$736K	Sell	29,613 -5,249	-15%	-$124K	0.02%	442
2023 Q3	$807K	Buy	34,862 +17,653	+103%	+$419K	0.03%	385
2023 Q2	$412K	Buy	+17,209	New	+$406K	0.01%	482

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

NewEdge Wealth's HFXI Position: Q1 2026 in Review

NewEdge Wealth held its NYLI FTSE International Equity Currency Neutral ETF (HFXI) position steady in Q1 2026 at 14,802 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #818.

NewEdge Wealth first reported a position in HFXI in Q2 2023 and has held it in 12 quarters since. The position peaked at $807K in Q3 2023. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

NewEdge Wealth held 14,802 shares of NYLI FTSE International Equity Currency Neutral ETF worth $497K as of Q1 2026.
NewEdge Wealth left its NYLI FTSE International Equity Currency Neutral ETF share count unchanged in Q1 2026.
NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #818 holding.
NewEdge Wealth first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Wealth's NYLI FTSE International Equity Currency Neutral ETF position peaked at $807K in Q3 2023.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.