WA
MFSI

Walsh & Associates’s MFS Active International ETF MFSI Stock Holding History

Walsh & Associates’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 		$14.2K Hold
436
– – 0.01% 183
2026
Q1 		$13K Hold
436
– – 0.01% 172
2025
Q4 		$13.3K Buy
+436
New +$13K 0.01% 174

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

Walsh & Associates's MFSI Position: Q2 2026 in Review

Walsh & Associates held its MFS Active International ETF (MFSI) position steady in Q2 2026 at 436 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #183.

Walsh & Associates first reported a position in MFSI in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

  • Walsh & Associates held 436 shares of MFS Active International ETF worth $14.2K as of Q2 2026.
  • Walsh & Associates left its MFS Active International ETF share count unchanged in Q2 2026.
  • MFS Active International ETF made up 0.01% of Walsh & Associates's portfolio in Q2 2026, its #183 holding.
  • Walsh & Associates first reported a position in MFS Active International ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.