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

SHP 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	$3.23K	Buy	+100	New	+$3.17K	﹤0.01%	1260

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

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

SHP Wealth Management opened a new position in MFS Active International ETF (MFSI) in Q2 2026: 100 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings.

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

SHP Wealth Management held 100 shares of MFS Active International ETF worth $3.23K as of Q2 2026.
MFS Active International ETF was a new SHP Wealth Management position in Q2 2026.
MFS Active International ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1260 holding.
80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.