CWM
MFSI

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

CMH 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 		$21.5M Buy
663,446
+32,256
+5% +$1.02M 3.29% 6
2026
Q1 		$18.8M Buy
631,190
+487,816
+340% +$15.1M 3.22% 6
2025
Q4 		$4.37M Buy
143,374
+76
+0.1% +$2.27K 0.94% 40
2025
Q3 		$4.23M Buy
143,298
+5,437
+4% +$156K 0.9% 44
2025
Q2 		$3.92M Buy
+137,861
New +$3.7M 0.91% 43

Other funds holding MFSI

BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 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
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

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

CMH Wealth Management increased its MFS Active International ETF (MFSI) stake by 5.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 663,446 shares worth $21.5M. The position accounts for 3.29% of the portfolio, ranked #6.

CMH Wealth Management first reported a position in MFSI in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • CMH Wealth Management held 663,446 shares of MFS Active International ETF worth $21.5M as of Q2 2026.
  • CMH Wealth Management bought 32,256 MFS Active International ETF shares in Q2 2026, an estimated $1.02M.
  • MFS Active International ETF made up 3.29% of CMH Wealth Management's portfolio in Q2 2026, its #6 holding.
  • CMH Wealth Management first reported a position in MFS Active International ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.