P
MFSI

&Partners’s MFS Active International ETF MFSI Stock Holding History

&Partners’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 		$369K Buy
11,432
+71
+0.6% +$2.25K ﹤0.01% 2007
2026
Q1 		$338K Buy
11,361
+1,822
+19% +$56.3K ﹤0.01% 1914
2025
Q4 		$290K Buy
9,539
+1,470
+18% +$43.9K ﹤0.01% 1932
2025
Q3 		$238K Buy
8,069
+933
+13% +$26.8K ﹤0.01% 1873
2025
Q2 		$203K Buy
+7,136
New +$191K ﹤0.01% 1830

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Bank of America
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
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

&Partners's MFSI Position: Q2 2026 in Review

&Partners increased its MFS Active International ETF (MFSI) stake by 0.62% in Q2 2026, buying an estimated $2.25K and bringing the position to 11,432 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

&Partners 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.

  • &Partners held 11,432 shares of MFS Active International ETF worth $369K as of Q2 2026.
  • &Partners bought 71 MFS Active International ETF shares in Q2 2026, an estimated $2.25K.
  • MFS Active International ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2007 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.