NorthRock Partners’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

NorthRock 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 Q1	$2.3M	Buy	+68,582	New	+$2.36M	0.04%	193

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NorthRock Partners's HFXI Position: Q1 2026 in Review

NorthRock Partners opened a new position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026: 68,582 shares worth $2.3M. The stake represents 0.04% of the portfolio and ranks #193 among its holdings.

99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

NorthRock Partners held 68,582 shares of NYLI FTSE International Equity Currency Neutral ETF worth $2.3M as of Q1 2026.
NYLI FTSE International Equity Currency Neutral ETF was a new NorthRock Partners position in Q1 2026.
NYLI FTSE International Equity Currency Neutral ETF made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #193 holding.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.