EP Wealth Advisors’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

EP Wealth 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	$137K	Buy	+3,584	New	+$131K	﹤0.01%	1608

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

EP Wealth Advisors's HFXI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026: 3,584 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings.

113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

EP Wealth Advisors held 3,584 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $137K as of Q2 2026.
NYLIM FTSE International Equity Currency Neutral ETF was a new EP Wealth Advisors position in Q2 2026.
NYLIM FTSE International Equity Currency Neutral ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1608 holding.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.