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

Revisor Wealth 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	$988K	Sell	29,431 -920	-3%	-$31.6K	0.27%	98
2025 Q4	$1.03M	Sell	30,351 -3,050	-9%	-$97.7K	0.28%	90
2025 Q3	$1.05M	Sell	33,401 -1,983	-6%	-$60K	0.36%	57
2025 Q2	$1.05M	Sell	35,384 -4,078	-10%	-$115K	0.38%	52
2025 Q1	$1.09M	Sell	39,462 -1,048	-3%	-$28.8K	0.48%	41
2024 Q4	$1.09M	Buy	40,510 +12,616	+45%	+$338K	1.01%	23
2024 Q3	$771K	Sell	27,894 -2,329	-8%	-$62.8K	0.48%	41
2024 Q2	$807K	Sell	30,223 -34,504	-53%	-$924K	0.56%	32
2024 Q1	$1.67M	Buy	64,727 +55,293	+586%	+$1.42M	0.76%	27
2023 Q4	$235K	Sell	9,434 -36,898	-80%	-$870K	0.27%	113
2023 Q3	$1.07M	Buy	46,332 +13,216	+40%	+$314K	0.91%	22
2023 Q2	$793K	Sell	33,116 -11,841	-26%	-$280K	0.71%	34
2023 Q1	$1.04M	Buy	+44,957	New	+$1.02M	0.95%	25

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

Revisor Wealth Management's HFXI Position: Q1 2026 in Review

Revisor Wealth Management reduced its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 3% in Q1 2026, selling an estimated $31.6K and leaving 29,431 shares worth $988K. The position accounts for 0.27% of the portfolio, ranked #98.

Revisor Wealth Management first reported a position in HFXI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q1 2024. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Revisor Wealth Management held 29,431 shares of NYLI FTSE International Equity Currency Neutral ETF worth $988K as of Q1 2026.
Revisor Wealth Management sold 920 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $31.6K.
NYLI FTSE International Equity Currency Neutral ETF made up 0.27% of Revisor Wealth Management's portfolio in Q1 2026, its #98 holding.
Revisor Wealth Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2023 and has held it in 13 quarters since.
Revisor Wealth Management's NYLI FTSE International Equity Currency Neutral ETF position peaked at $1.67M in Q1 2024.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.