Wiser Advisor Group’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Wiser Advisor Group’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	$3.22M	Sell	84,606 -955	-1%	-$35K	3.53%	7
2026 Q1	$2.87M	Buy	85,561 +1,218	+1%	+$41.9K	3.47%	6
2025 Q4	$2.74M	Buy	84,343 +1,992	+2%	+$63.8K	3.13%	7
2025 Q3	$2.55M	Buy	82,351 +2,869	+4%	+$86.8K	3.18%	7
2025 Q2	$2.34M	Sell	79,482 -3,154	-4%	-$89.1K	4.07%	7
2025 Q1	$2.27M	Buy	82,636 +470	+0.6%	+$12.9K	3.36%	5
2024 Q4	$2.14M	Sell	82,166 -410	-0.5%	-$11K	3.11%	9
2024 Q3	$2.28M	Sell	82,576 -1,977	-2%	-$53.3K	3.41%	6
2024 Q2	$2.26M	Buy	84,553 +302	+0.4%	+$8.09K	3.55%	6
2024 Q1	$2.26M	Sell	84,251 -278	-0.3%	-$7.12K	3.54%	6
2023 Q4	$2.1M	Buy	+84,529	New	+$1.99M	3.5%	6

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

Wiser Advisor Group's HFXI Position: Q2 2026 in Review

Wiser Advisor Group reduced its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 1.1% in Q2 2026, selling an estimated $35K and leaving 84,606 shares worth $3.22M. The position accounts for 3.53% of the portfolio, ranked #7.

Wiser Advisor Group first reported a position in HFXI in Q4 2023 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Wiser Advisor Group held 84,606 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $3.22M as of Q2 2026.
Wiser Advisor Group sold 955 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $35K.
NYLIM FTSE International Equity Currency Neutral ETF made up 3.53% of Wiser Advisor Group's portfolio in Q2 2026, its #7 holding.
Wiser Advisor Group first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2023 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.