True Wealth Design’s NYLI 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

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

True Wealth Design sold out of NYLI 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. 5 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

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