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SageView Advisory Group’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

SageView Advisory Group’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 		– Sell
-1,127
Closed -$36.6K – 1362
2025
Q4 		$36.6K Buy
+1,127
New +$36.1K ﹤0.01% 1204

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's HFXI Position: Q1 2026 in Review

SageView Advisory Group sold out of NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026, closing a stake of 1,127 shares — an estimated $36.6K sold.

SageView Advisory Group first reported a position in HFXI in Q4 2025 and held it in 1 quarter. The position peaked at $36.6K in Q4 2025. 100 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • SageView Advisory Group reported no remaining NYLIM FTSE International Equity Currency Neutral ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,127 NYLIM FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $36.6K.
  • SageView Advisory Group first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $36.6K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.