IWC
MFSI

Integrated Wealth Concepts’s MFS Active International ETF MFSI Stock Holding History

Integrated Wealth Concepts’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 		$15.4M Buy
519,737
+496,870
+2,173% +$15.4M 0.12% 165
2025
Q4 		$696K Sell
22,867
-324,336
-93% -$9.69M 0.01% 941
2025
Q3 		$10.3M Buy
347,203
+28,570
+9% +$822K 0.09% 211
2025
Q2 		$9.07M Sell
318,633
-7,479
-2% -$201K 0.09% 204
2025
Q1 		$8.39M Buy
+326,112
New +$8.34M 0.1% 201

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

Integrated Wealth Concepts's MFSI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its MFS Active International ETF (MFSI) stake by 2,173% in Q1 2026, buying an estimated $15.4M and bringing the position to 519,737 shares worth $15.4M. The position accounts for 0.12% of the portfolio, ranked #165.

Integrated Wealth Concepts first reported a position in MFSI in Q1 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Integrated Wealth Concepts held 519,737 shares of MFS Active International ETF worth $15.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 496,870 MFS Active International ETF shares in Q1 2026, an estimated $15.4M.
  • MFS Active International ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q1 2026, its #165 holding.
  • Integrated Wealth Concepts first reported a position in MFS Active International ETF in Q1 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.