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

Veridan 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	$6.55M	Sell	171,934 -4,017	-2%	-$147K	2.23%	7
2026 Q1	$5.91M	Buy	175,951 +4,788	+3%	+$165K	2.19%	8
2025 Q4	$5.55M	Buy	171,163 +1,856	+1%	+$59.4K	1.87%	10
2025 Q3	$5.25M	Buy	+169,307	New	+$5.12M	1.81%	10
2025 Q1	$4.96M	Buy	180,255 +5,785	+3%	+$159K	2.24%	10
2024 Q4	$4.7M	Buy	+174,470	New	+$4.67M	2.2%	7
2024 Q2	$5.07M	Buy	+172,081	New	+$4.61M	2.03%	10

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

Veridan Wealth's HFXI Position: Q2 2026 in Review

Veridan Wealth reduced its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 2.3% in Q2 2026, selling an estimated $147K and leaving 171,934 shares worth $6.55M. The position accounts for 2.23% of the portfolio, ranked #7.

Veridan Wealth first reported a position in HFXI in Q2 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Veridan Wealth held 171,934 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $6.55M as of Q2 2026.
Veridan Wealth sold 4,017 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $147K.
NYLIM FTSE International Equity Currency Neutral ETF made up 2.23% of Veridan Wealth's portfolio in Q2 2026, its #7 holding.
Veridan Wealth first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2024 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

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