HWA
MFSI

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
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

BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 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
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

Heritage Wealth Architects's MFSI Position: Q2 2026 in Review

Heritage Wealth Architects increased its MFS Active International ETF (MFSI) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 33,342 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #32.

Heritage Wealth Architects 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.

  • Heritage Wealth Architects held 33,342 shares of MFS Active International ETF worth $1.08M as of Q2 2026.
  • Heritage Wealth Architects bought 4,363 MFS Active International ETF shares in Q2 2026, an estimated $138K.
  • MFS Active International ETF made up 0.43% of Heritage Wealth Architects's portfolio in Q2 2026, its #32 holding.
  • Heritage Wealth Architects 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 Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.