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True Wealth Design’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

True Wealth Design’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 		– Sell
-1,850
Closed -$62.1K – 2758
2026
Q1 		$62.1K Buy
+1,850
New +$63.6K 0.02% 338

Other funds holding HFXI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Wealth Design's HFXI Position: Q2 2026 in Review

True Wealth Design sold out of NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026, closing a stake of 1,850 shares — an estimated $62.1K sold.

True Wealth Design first reported a position in HFXI in Q1 2026 and held it in 1 quarter. The position peaked at $62.1K in Q1 2026. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • True Wealth Design reported no remaining NYLIM FTSE International Equity Currency Neutral ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1,850 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $62.1K.
  • True Wealth Design first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $62.1K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.