Steward Partners Investment Advisory’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Steward Partners Investment Advisory’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	$1.79M	Buy	47,098 +2,126	+5%	+$77.9K	0.01%	978
2026 Q1	$1.51M	Buy	44,972 +1,581	+4%	+$54.4K	0.01%	971
2025 Q4	$1.41M	Buy	43,391 +1,761	+4%	+$56.4K	0.01%	919
2025 Q3	$1.29M	Sell	41,630 -11,623	-22%	-$352K	0.01%	942
2025 Q2	$1.57M	Buy	53,253 +723	+1%	+$20.4K	0.01%	803
2025 Q1	$1.45M	Buy	52,530 +3,111	+6%	+$85.4K	0.01%	777
2024 Q4	$1.29M	Sell	49,419 -3,803	-7%	-$102K	0.01%	790
2024 Q3	$1.47M	Buy	53,222 +17,245	+48%	+$465K	0.01%	732
2024 Q2	$961K	Buy	35,977 +2,308	+7%	+$61.8K	0.01%	826
2024 Q1	$903K	Buy	33,669 +5,782	+21%	+$148K	0.01%	832
2023 Q4	$694K	Buy	27,887 +2,155	+8%	+$50.8K	0.01%	857
2023 Q3	$595K	Buy	25,732 +717	+3%	+$17K	0.01%	865
2023 Q2	$599K	Buy	25,015 +2,681	+12%	+$63.3K	0.01%	872
2023 Q1	$515K	Buy	22,334 +1,464	+7%	+$33.3K	0.01%	915
2022 Q4	$446K	Buy	20,870 +1,239	+6%	+$26.2K	0.01%	948
2022 Q3	$378K	Buy	19,631 +11,315	+136%	+$239K	0.01%	957
2022 Q2	$174K	Buy	8,316 +6,593	+383%	+$148K	﹤0.01%	1263
2022 Q1	$41K	Buy	+1,723	New	+$41.1K	﹤0.01%	2019

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

Steward Partners Investment Advisory's HFXI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 4.7% in Q2 2026, buying an estimated $77.9K and bringing the position to 47,098 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #978.

Steward Partners Investment Advisory first reported a position in HFXI in Q1 2022 and has held it in 18 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Steward Partners Investment Advisory held 47,098 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $1.79M as of Q2 2026.
Steward Partners Investment Advisory bought 2,126 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $77.9K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #978 holding.
Steward Partners Investment Advisory first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q1 2022 and has held it in 18 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.