Kestra Private Wealth Services’s MFS Active International ETF MFSI Stock Holding History

Kestra Private Wealth Services’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	$38.6M	Buy	1,187,275 +137,732	+13%	+$4.37M	0.42%	43
2026 Q1	$31.2M	Buy	1,049,543 +44,086	+4%	+$1.36M	0.38%	44
2025 Q4	$30.6M	Buy	1,005,457 +49,240	+5%	+$1.47M	0.38%	44
2025 Q3	$28.2M	Sell	956,217 -9,677	-1%	-$278K	0.37%	47
2025 Q2	$27.5M	Buy	+965,894	New	+$25.9M	0.4%	44

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

RSA

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

Kestra Private Wealth Services's MFSI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its MFS Active International ETF (MFSI) stake by 13% in Q2 2026, buying an estimated $4.37M and bringing the position to 1,187,275 shares worth $38.6M. The position accounts for 0.42% of the portfolio, ranked #43.

Kestra Private Wealth Services first reported a position in MFSI in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

Kestra Private Wealth Services held 1,187,275 shares of MFS Active International ETF worth $38.6M as of Q2 2026.
Kestra Private Wealth Services bought 137,732 MFS Active International ETF shares in Q2 2026, an estimated $4.37M.
MFS Active International ETF made up 0.42% of Kestra Private Wealth Services's portfolio in Q2 2026, its #43 holding.
Kestra Private Wealth Services first reported a position in MFS Active International ETF in Q2 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.