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 Q2	$17.7M	Buy	545,016 +25,279	+5%	+$802K	0.12%	177
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%	-$9.7M	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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Integrated Wealth Concepts's MFSI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its MFS Active International ETF (MFSI) stake by 4.9% in Q2 2026, buying an estimated $802K and bringing the position to 545,016 shares worth $17.7M. The position accounts for 0.12% of the portfolio, ranked #177.

Integrated Wealth Concepts first reported a position in MFSI in Q1 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

Integrated Wealth Concepts held 545,016 shares of MFS Active International ETF worth $17.7M as of Q2 2026.
Integrated Wealth Concepts bought 25,279 MFS Active International ETF shares in Q2 2026, an estimated $802K.
MFS Active International ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #177 holding.
Integrated Wealth Concepts first reported a position in MFS Active International ETF in Q1 2025 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.