NewEdge Wealth’s NYLIM 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 Q2	$564K	Hold	14,802	–	–	0.01%	825
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's HFXI Position: Q2 2026 in Review

NewEdge Wealth held its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) position steady in Q2 2026 at 14,802 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #825.

NewEdge Wealth first reported a position in HFXI in Q2 2023 and has held it in 13 quarters since. The position peaked at $807K in Q3 2023. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

NewEdge Wealth held 14,802 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $564K as of Q2 2026.
NewEdge Wealth left its NYLIM FTSE International Equity Currency Neutral ETF share count unchanged in Q2 2026.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #825 holding.
NewEdge Wealth first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2023 and has held it in 13 quarters since.
NewEdge Wealth's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $807K in Q3 2023.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.