Modern Wealth Management’s MFS Active International ETF MFSI Stock Holding History

Modern Wealth Management’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	$6.53M	Buy	+201,157	New	+$6.38M	0.08%	227

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

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

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

Modern Wealth Management's MFSI Position: Q2 2026 in Review

Modern Wealth Management opened a new position in MFS Active International ETF (MFSI) in Q2 2026: 201,157 shares worth $6.53M. The stake represents 0.08% of the portfolio and ranks #227 among its holdings.

80 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

Modern Wealth Management held 201,157 shares of MFS Active International ETF worth $6.53M as of Q2 2026.
MFS Active International ETF was a new Modern Wealth Management position in Q2 2026.
MFS Active International ETF made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #227 holding.
80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.