Carson Wealth (CWM LLC)
MFSI

Carson Wealth (CWM LLC)’s MFS Active International ETF MFSI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-2,427
Closed -$74K – 5833
2025
Q4 		$74K Buy
+2,427
New +$72.5K ﹤0.01% 3310

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $296M AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MFSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of MFS Active International ETF (MFSI) in Q1 2026, closing a stake of 2,427 shares — an estimated $74K sold.

Carson Wealth (CWM LLC) first reported a position in MFSI in Q4 2025 and held it in 1 quarter. The position peaked at $74K in Q4 2025. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining MFS Active International ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,427 MFS Active International ETF shares in Q1 2026, an estimated $74K.
  • Carson Wealth (CWM LLC) first reported a position in MFS Active International ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s MFS Active International ETF position peaked at $74K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.