Envestnet Asset Management
MFSI

Envestnet Asset Management’s MFS Active International ETF MFSI Stock Holding History

Envestnet Asset 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
Q1 		$7.62M Buy
256,248
+216,711
+548% +$6.7M ﹤0.01% 2014
2025
Q4 		$1.2M Buy
39,537
+3,876
+11% +$116K ﹤0.01% 3159
2025
Q3 		$1.05M Buy
+35,661
New +$1.03M ﹤0.01% 3301

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

Envestnet Asset Management's MFSI Position: Q1 2026 in Review

Envestnet Asset Management increased its MFS Active International ETF (MFSI) stake by 548% in Q1 2026, buying an estimated $6.7M and bringing the position to 256,248 shares worth $7.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Envestnet Asset Management first reported a position in MFSI in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Envestnet Asset Management held 256,248 shares of MFS Active International ETF worth $7.62M as of Q1 2026.
  • Envestnet Asset Management bought 216,711 MFS Active International ETF shares in Q1 2026, an estimated $6.7M.
  • MFS Active International ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2014 holding.
  • Envestnet Asset Management first reported a position in MFS Active International ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.