BEI
MFSI

Benjamin Edwards Inc’s MFS Active International ETF MFSI Stock Holding History

Benjamin Edwards Inc’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 		$1.54M Sell
47,310
-11,857
-20% -$376K 0.01% 654
2026
Q1 		$1.76M Buy
59,167
+30,186
+104% +$933K 0.02% 578
2025
Q4 		$882K Buy
28,981
+2,309
+9% +$69K 0.01% 756
2025
Q3 		$788K Buy
26,672
+1,316
+5% +$37.8K 0.01% 774
2025
Q2 		$721K Sell
25,356
-1,082
-4% -$29K 0.01% 733
2025
Q1 		$680K Buy
+26,438
New +$676K 0.01% 701

Other funds holding MFSI

OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Benjamin Edwards Inc's MFSI Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its MFS Active International ETF (MFSI) stake by 20% in Q2 2026, selling an estimated $376K and leaving 47,310 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #654.

Benjamin Edwards Inc first reported a position in MFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q1 2026. 17 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • Benjamin Edwards Inc held 47,310 shares of MFS Active International ETF worth $1.54M as of Q2 2026.
  • Benjamin Edwards Inc sold 11,857 MFS Active International ETF shares in Q2 2026, an estimated $376K.
  • MFS Active International ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #654 holding.
  • Benjamin Edwards Inc first reported a position in MFS Active International ETF in Q1 2025 and has held it in 6 quarters since.
  • Benjamin Edwards Inc's MFS Active International ETF position peaked at $1.76M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.