JC
MFSI

JM2 Capital’s MFS Active International ETF MFSI Stock Holding History

JM2 Capital’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 		$283K Buy
8,709
+440
+5% +$14K 0.19% 99
2026
Q1 		$246K Buy
8,269
+1,218
+17% +$37.7K 0.2% 101
2025
Q4 		$215K Buy
+7,051
New +$211K 0.17% 104

Other funds holding MFSI

OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KPWS
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JM2 Capital's MFSI Position: Q2 2026 in Review

JM2 Capital increased its MFS Active International ETF (MFSI) stake by 5.3% in Q2 2026, buying an estimated $14K and bringing the position to 8,709 shares worth $283K. The position accounts for 0.19% of the portfolio, ranked #99.

JM2 Capital first reported a position in MFSI in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • JM2 Capital held 8,709 shares of MFS Active International ETF worth $283K as of Q2 2026.
  • JM2 Capital bought 440 MFS Active International ETF shares in Q2 2026, an estimated $14K.
  • MFS Active International ETF made up 0.19% of JM2 Capital's portfolio in Q2 2026, its #99 holding.
  • JM2 Capital first reported a position in MFS Active International ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.