AAS
MFSI

Annex Advisory Services’s MFS Active International ETF MFSI Stock Holding History

Annex Advisory Services’s Portfolio MFSI Stock Details MFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77M Sell
115,988
-471,790
-80% -$15M 0.06% 124
2026
Q1 		$17.5M Sell
587,778
-2,413,311
-80% -$74.6M 0.33% 70
2025
Q4 		$91.4M Buy
3,001,089
+211,680
+8% +$6.32M 1.75% 12
2025
Q3 		$82.4M Buy
2,789,409
+266,569
+11% +$7.67M 1.75% 13
2025
Q2 		$71.8M Buy
2,522,840
+346,756
+16% +$9.3M 1.73% 15
2025
Q1 		$56M Buy
+2,176,084
New +$55.6M 1.59% 17

Other funds holding MFSI

BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
JRSI
Jeter Robert S II $104M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Annex Advisory Services's MFSI Position: Q2 2026 in Review

Annex Advisory Services reduced its MFS Active International ETF (MFSI) stake by 80% in Q2 2026, selling an estimated $15M and leaving 115,988 shares worth $3.77M. The position accounts for 0.06% of the portfolio, ranked #124.

Annex Advisory Services first reported a position in MFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $91.4M in Q4 2025. 8 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • Annex Advisory Services held 115,988 shares of MFS Active International ETF worth $3.77M as of Q2 2026.
  • Annex Advisory Services sold 471,790 MFS Active International ETF shares in Q2 2026, an estimated $15M.
  • MFS Active International ETF made up 0.06% of Annex Advisory Services's portfolio in Q2 2026, its #124 holding.
  • Annex Advisory Services first reported a position in MFS Active International ETF in Q1 2025 and has held it in 6 quarters since.
  • Annex Advisory Services's MFS Active International ETF position peaked at $91.4M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.