Veridan Wealth’s NYLI 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 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

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

Veridan Wealth's HFXI Position: Q1 2026 in Review

Veridan Wealth increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 2.8% in Q1 2026, buying an estimated $165K and bringing the position to 175,951 shares worth $5.91M. The position accounts for 2.19% of the portfolio, ranked #8.

Veridan Wealth first reported a position in HFXI in Q2 2024 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Veridan Wealth held 175,951 shares of NYLI FTSE International Equity Currency Neutral ETF worth $5.91M as of Q1 2026.
Veridan Wealth bought 4,788 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $165K.
NYLI FTSE International Equity Currency Neutral ETF made up 2.19% of Veridan Wealth's portfolio in Q1 2026, its #8 holding.
Veridan Wealth first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2024 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.