Soltis Investment Advisors’s MFS Active International ETF MFSI Stock Holding History

Soltis Investment Advisors’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 Q1	$14M	Buy	471,473 +44,327	+10%	+$1.37M	0.88%	16
2025 Q4	$13M	Buy	427,146 +21,781	+5%	+$650K	0.86%	15
2025 Q3	$12M	Buy	405,365 +43,161	+12%	+$1.24M	0.83%	18
2025 Q2	$10.3M	Buy	362,204 +81,665	+29%	+$2.19M	0.81%	18
2025 Q1	$7.22M	Buy	+280,539	New	+$7.17M	0.64%	38

Other funds holding MFSI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.81B AUM 15.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RSA

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

Soltis Investment Advisors's MFSI Position: Q1 2026 in Review

Soltis Investment Advisors increased its MFS Active International ETF (MFSI) stake by 10% in Q1 2026, buying an estimated $1.37M and bringing the position to 471,473 shares worth $14M. The position accounts for 0.88% of the portfolio, ranked #16.

Soltis Investment Advisors first reported a position in MFSI in Q1 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

Soltis Investment Advisors held 471,473 shares of MFS Active International ETF worth $14M as of Q1 2026.
Soltis Investment Advisors bought 44,327 MFS Active International ETF shares in Q1 2026, an estimated $1.37M.
MFS Active International ETF made up 0.88% of Soltis Investment Advisors's portfolio in Q1 2026, its #16 holding.
Soltis Investment Advisors first reported a position in MFS Active International ETF in Q1 2025 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.