Cornerstone Wealth Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Cornerstone Wealth Management’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
2025 Q3	–	Sell	-187,523	Closed	-$5.53M	–	686
2025 Q2	$5.53M	Buy	187,523 +3,189	+2%	+$90.1K	0.34%	70
2025 Q1	$5.07M	Buy	184,334 +317	+0.2%	+$8.7K	0.34%	71
2024 Q4	$4.8M	Buy	184,017 +6,119	+3%	+$164K	0.32%	76
2024 Q3	$4.92M	Buy	177,898 +7,357	+4%	+$198K	0.35%	72
2024 Q2	$4.55M	Buy	170,541 +6,105	+4%	+$164K	0.35%	70
2024 Q1	$4.41M	Buy	164,436 +10,308	+7%	+$264K	0.36%	70
2023 Q4	$3.83M	Sell	154,128 -2,330	-1%	-$54.9K	0.33%	70
2023 Q3	$3.62M	Buy	156,458 +3,224	+2%	+$76.5K	0.34%	67
2023 Q2	$3.67M	Buy	+153,234	New	+$3.62M	0.33%	63
2022 Q3	$230K	Buy	+11,936	New	+$252K	0.03%	398

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Cornerstone Wealth Management's HFXI Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q3 2025, closing a stake of 187,523 shares — an estimated $5.53M sold.

Cornerstone Wealth Management first reported a position in HFXI in Q3 2022 and held it in 10 quarters. The position peaked at $5.53M in Q2 2025. 82 funds tracked by Wall St. Rank hold HFXI as of Q3 2025.

Cornerstone Wealth Management reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 187,523 NYLI FTSE International Equity Currency Neutral ETF shares in Q3 2025, an estimated $5.53M.
Cornerstone Wealth Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2022 and held it in 10 quarters.
Cornerstone Wealth Management's NYLI FTSE International Equity Currency Neutral ETF position peaked at $5.53M in Q2 2025.
82 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.