IAIM
MFSV

International Assets Investment Management’s MFS Active Value ETF MFSV Stock Holding History

International Assets Investment Management’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Hold
450
– – ﹤0.01% 1739
2026
Q1 		$12K Buy
+450
New +$12.3K ﹤0.01% 1636

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

International Assets Investment Management's MFSV Position: Q2 2026 in Review

International Assets Investment Management held its MFS Active Value ETF (MFSV) position steady in Q2 2026 at 450 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

International Assets Investment Management first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • International Assets Investment Management held 450 shares of MFS Active Value ETF worth $12.9K as of Q2 2026.
  • International Assets Investment Management left its MFS Active Value ETF share count unchanged in Q2 2026.
  • MFS Active Value ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1739 holding.
  • International Assets Investment Management first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.