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

Wealth Effects’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
2024
Q1 		– Sell
-10,110
Closed -$251K – 220
2023
Q4 		$251K Buy
+10,110
New +$238K 0.09% 178

Other funds holding HFXI

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Effects's HFXI Position: Q1 2024 in Review

Wealth Effects sold out of NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2024, closing a stake of 10,110 shares — an estimated $251K sold.

Wealth Effects first reported a position in HFXI in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 61 funds tracked by Wall St. Rank hold HFXI as of Q1 2024.

  • Wealth Effects reported no remaining NYLIM FTSE International Equity Currency Neutral ETF position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 10,110 NYLIM FTSE International Equity Currency Neutral ETF shares in Q1 2024, an estimated $251K.
  • Wealth Effects first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2023 and held it in 1 quarter.
  • Wealth Effects's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $251K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.