BWM
MFSI

Baron Wealth Management’s MFS Active International ETF MFSI Stock Holding History

Baron Wealth Management’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 		$32.3M Buy
993,624
+19,178
+2% +$609K 8.37% 2
2026
Q1 		$29M Sell
974,446
-3,558
-0.4% -$110K 8.66% 3
2025
Q4 		$29.8M Buy
978,004
+20,991
+2% +$627K 9.18% 2
2025
Q3 		$28.3M Buy
957,013
+32,729
+4% +$941K 9.35% 2
2025
Q2 		$26.3M Buy
924,284
+456,188
+97% +$12.2M 9.32% 2
2025
Q1 		$12M Buy
+468,096
New +$12M 5.29% 3

Other funds holding MFSI

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Baron Wealth Management's MFSI Position: Q2 2026 in Review

Baron Wealth Management increased its MFS Active International ETF (MFSI) stake by 2% in Q2 2026, buying an estimated $609K and bringing the position to 993,624 shares worth $32.3M. The position accounts for 8.37% of the portfolio, ranked #2.

Baron Wealth Management first reported a position in MFSI in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • Baron Wealth Management held 993,624 shares of MFS Active International ETF worth $32.3M as of Q2 2026.
  • Baron Wealth Management bought 19,178 MFS Active International ETF shares in Q2 2026, an estimated $609K.
  • MFS Active International ETF made up 8.37% of Baron Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Baron Wealth Management first reported a position in MFS Active International ETF in Q1 2025 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.