Concurrent Investment Advisors’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Concurrent Investment Advisors’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	$10.2M	Buy	268,863 +7,584	+3%	+$278K	0.09%	252
2026 Q1	$8.77M	Buy	261,279 +12,470	+5%	+$429K	0.1%	235
2025 Q4	$8.07M	Buy	248,809 +9,907	+4%	+$317K	0.09%	229
2025 Q3	$7.41M	Buy	238,902 +16,406	+7%	+$496K	0.13%	175
2025 Q2	$6.56M	Buy	222,496 +7,066	+3%	+$200K	0.13%	177
2025 Q1	$5.93M	Buy	215,430 +17,069	+9%	+$468K	0.14%	152
2024 Q4	$5.17M	Buy	198,361 +9,003	+5%	+$241K	0.14%	154
2024 Q3	$5.23M	Buy	189,358 +3,718	+2%	+$100K	0.15%	140
2024 Q2	$4.96M	Buy	185,640 +37,225	+25%	+$997K	0.16%	138
2024 Q1	$3.98M	Buy	148,415 +5,759	+4%	+$147K	0.16%	141
2023 Q4	$3.55M	Buy	+142,656	New	+$3.36M	0.17%	143

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

Concurrent Investment Advisors's HFXI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 2.9% in Q2 2026, buying an estimated $278K and bringing the position to 268,863 shares worth $10.2M. The position accounts for 0.09% of the portfolio, ranked #252.

Concurrent Investment Advisors 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.

Concurrent Investment Advisors held 268,863 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $10.2M as of Q2 2026.
Concurrent Investment Advisors bought 7,584 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $278K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #252 holding.
Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.