EP Wealth Advisors, LLC
Position in HFXI — NYLI FTSE International Equity Currency Neutral ETF
CIK 1540569
TORRANCE, CA
Position in HFXI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$136,514
New position
Shares Held
3,584
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 44 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 11%
Shared 0%
None 89%
All Filings in HFXI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,514 | 3,584 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||