Gladstone Institutional Advisory’s MFS Active International ETF MFSI Stock Holding History

Gladstone Institutional Advisory’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	-61,517	Closed	-$1.87M	–	894
2025 Q4	$1.87M	Buy	+61,517	New	+$1.84M	0.07%	263

Other funds holding MFSI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Gladstone Institutional Advisory's MFSI Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of MFS Active International ETF (MFSI) in Q1 2026, closing a stake of 61,517 shares — an estimated $1.87M sold.

Gladstone Institutional Advisory first reported a position in MFSI in Q4 2025 and held it in 1 quarter. The position peaked at $1.87M in Q4 2025. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

Gladstone Institutional Advisory reported no remaining MFS Active International ETF position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 61,517 MFS Active International ETF shares in Q1 2026, an estimated $1.87M.
Gladstone Institutional Advisory first reported a position in MFS Active International ETF in Q4 2025 and held it in 1 quarter.
Gladstone Institutional Advisory's MFS Active International ETF position peaked at $1.87M in Q4 2025.
68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.