VFG
BRIE

Valley Financial Group’s MFS Blended Research International Equity ETF BRIE Stock Holding History

Valley Financial Group’s Portfolio BRIE Stock Details BRIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6M Buy
482,366
+8,894
+2% +$261K 7.21% 5
2026
Q1 		$12.8M Buy
473,472
+21,547
+5% +$601K 6.91% 6
2025
Q4 		$12M Buy
+451,925
New +$11.6M 6.73% 6

Other funds holding BRIE

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Valley Financial Group's BRIE Position: Q2 2026 in Review

Valley Financial Group increased its MFS Blended Research International Equity ETF (BRIE) stake by 1.9% in Q2 2026, buying an estimated $261K and bringing the position to 482,366 shares worth $14.6M. The position accounts for 7.21% of the portfolio, ranked #5.

Valley Financial Group first reported a position in BRIE in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BRIE as of Q2 2026.

  • Valley Financial Group held 482,366 shares of MFS Blended Research International Equity ETF worth $14.6M as of Q2 2026.
  • Valley Financial Group bought 8,894 MFS Blended Research International Equity ETF shares in Q2 2026, an estimated $261K.
  • MFS Blended Research International Equity ETF made up 7.21% of Valley Financial Group's portfolio in Q2 2026, its #5 holding.
  • Valley Financial Group first reported a position in MFS Blended Research International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held MFS Blended Research International Equity ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.