HWA
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Heritage Wealth Architects’s MFS Active International ETF MFSI Stock Holding History

Heritage Wealth Architects’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
Q3 		$1.02M Sell
31,207
-2,135
-6% -$70.8K 0.41% 29
2026
Q2 		$1.08M Buy
33,342
+4,363
+15% +$138K 0.43% 32
2026
Q1 		$907K Sell
28,979
-1,502
-5% -$46.4K 0.38% 34
2025
Q4 		$950K Buy
30,481
+10,295
+51% +$307K 0.44% 33
2025
Q3 		$596K Buy
20,186
+5,870
+41% +$169K 0.37% 36
2025
Q2 		$407K Buy
+14,316
New +$384K 0.3% 35

Other funds holding MFSI

JRSI
Jeter Robert S II $151M AUM
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
JC
JM2 Capital Edmond, Oklahoma $151M AUM 40.33% 1-Year Est. Return
WP
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Heritage Wealth Architects's MFSI Position: Q3 2026 in Review

Heritage Wealth Architects reduced its MFS Active International ETF (MFSI) stake by 6.4% in Q3 2026, selling an estimated $70.8K and leaving 31,207 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #29.

Heritage Wealth Architects first reported a position in MFSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2026. 8 funds tracked by Wall St. Rank hold MFSI as of Q3 2026.

  • Heritage Wealth Architects held 31,207 shares of MFS Active International ETF worth $1.02M as of Q3 2026.
  • Heritage Wealth Architects sold 2,135 MFS Active International ETF shares in Q3 2026, an estimated $70.8K.
  • MFS Active International ETF made up 0.41% of Heritage Wealth Architects's portfolio in Q3 2026, its #29 holding.
  • Heritage Wealth Architects first reported a position in MFS Active International ETF in Q2 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's MFS Active International ETF position peaked at $1.08M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held MFS Active International ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.