Cerity Partners
HFXI icon

Cerity Partners’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Cerity Partners’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 		$8.41M Sell
220,842
-12,891
-6% -$472K 0.01% 853
2026
Q1 		$7.85M Sell
233,733
-165,668
-41% -$5.7M 0.01% 810
2025
Q4 		$13M Sell
399,401
-180,420
-31% -$5.78M 0.02% 544
2025
Q3 		$18M Buy
579,821
+32,806
+6% +$992K 0.03% 402
2025
Q2 		$16.1M Sell
547,015
-60,161
-10% -$1.7M 0.03% 404
2025
Q1 		$16.7M Buy
607,176
+48,307
+9% +$1.33M 0.03% 377
2024
Q4 		$14.6M Buy
558,869
+131,696
+31% +$3.53M 0.03% 389
2024
Q3 		$11.8M Buy
427,173
+90,939
+27% +$2.45M 0.03% 446
2024
Q2 		$8.98M Buy
336,234
+139,058
+71% +$3.73M 0.02% 449
2024
Q1 		$5.29M Buy
197,176
+177,612
+908% +$4.55M 0.01% 635
2023
Q4 		$487K Buy
+19,564
New +$461K ﹤0.01% 1283

Other funds holding HFXI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's HFXI Position: Q2 2026 in Review

Cerity Partners reduced its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 5.5% in Q2 2026, selling an estimated $472K and leaving 220,842 shares worth $8.41M. The position accounts for 0.01% of the portfolio, ranked #853.

Cerity Partners first reported a position in HFXI in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q3 2025. 112 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • Cerity Partners held 220,842 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $8.41M as of Q2 2026.
  • Cerity Partners sold 12,891 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $472K.
  • NYLIM FTSE International Equity Currency Neutral ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #853 holding.
  • Cerity Partners first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $18M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.