Envestnet Asset Management’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Envestnet Asset 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
2026 Q2	$14.7M	Buy	386,956 +62,510	+19%	+$2.29M	﹤0.01%	1674
2026 Q1	$10.9M	Buy	324,446 +78,360	+32%	+$2.69M	﹤0.01%	1780
2025 Q4	$7.99M	Buy	246,086 +30,190	+14%	+$967K	﹤0.01%	1849
2025 Q3	$6.69M	Buy	215,896 +26,104	+14%	+$790K	﹤0.01%	2035
2025 Q2	$5.59M	Buy	189,792 +32,517	+21%	+$919K	﹤0.01%	2121
2025 Q1	$4.33M	Buy	157,275 +37,978	+32%	+$1.04M	﹤0.01%	2229
2024 Q4	$3.11M	Buy	119,297 +38,955	+48%	+$1.04M	﹤0.01%	2417
2024 Q3	$2.22M	Buy	80,342 +55,414	+222%	+$1.49M	﹤0.01%	2580
2024 Q2	$666K	Buy	24,928 +15,909	+176%	+$426K	﹤0.01%	3289
2024 Q1	$242K	Buy	+9,019	New	+$231K	﹤0.01%	3849
2020 Q1	–	Sell	-11,927	Closed	-$259K	–	3040
2019 Q4	$259K	Buy	+11,927	New	+$251K	﹤0.01%	2799
2018 Q3	–	Sell	-7,477	Closed	-$156K	–	1832
2018 Q2	$156K	Buy	7,477 +3,886	+108%	+$83.3K	﹤0.01%	1790
2018 Q1	$76K	Buy	+3,591	New	+$77.7K	﹤0.01%	1997

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

Envestnet Asset Management's HFXI Position: Q2 2026 in Review

Envestnet Asset Management increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 19% in Q2 2026, buying an estimated $2.29M and bringing the position to 386,956 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Envestnet Asset Management first reported a position in HFXI in Q1 2018 and has held it in 13 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Envestnet Asset Management held 386,956 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $14.7M as of Q2 2026.
Envestnet Asset Management bought 62,510 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $2.29M.
NYLIM FTSE International Equity Currency Neutral ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1674 holding.
Envestnet Asset Management first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q1 2018 and has held it in 13 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.