James T. Borello’s MFS Active International ETF MFSI Stock Holding History

James T. Borello’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	$583K	Sell	17,857 -6,633	-27%	-$220K	0.12%	63
2026 Q2	$795K	Buy	24,490 +1,819	+8%	+$57.7K	0.17%	57
2026 Q1	$674K	Buy	22,671 +1,784	+9%	+$55.1K	0.17%	56
2025 Q4	$636K	Buy	20,887 +9,476	+83%	+$283K	0.16%	58
2025 Q3	$337K	Sell	11,411 -52,802	-82%	-$1.52M	0.09%	69
2025 Q2	$1.83M	Buy	+64,213	New	+$1.72M	0.53%	32

Other funds holding MFSI

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

JRSI

Jeter Robert S II $151M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

James T. Borello's MFSI Position: Q3 2026 in Review

James T. Borello reduced its MFS Active International ETF (MFSI) stake by 27% in Q3 2026, selling an estimated $220K and leaving 17,857 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #63.

James T. Borello first reported a position in MFSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 21 funds tracked by Wall St. Rank hold MFSI as of Q3 2026.

James T. Borello held 17,857 shares of MFS Active International ETF worth $583K as of Q3 2026.
James T. Borello sold 6,633 MFS Active International ETF shares in Q3 2026, an estimated $220K.
MFS Active International ETF made up 0.12% of James T. Borello's portfolio in Q3 2026, its #63 holding.
James T. Borello first reported a position in MFS Active International ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello's MFS Active International ETF position peaked at $1.83M in Q2 2025.
21 funds tracked by Wall St. Rank held MFS Active International ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.