James T. Borello RIA’s MFS Active International ETF MFSI Stock Holding History

James T. Borello RIA’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 Q3	$583K	Sell	17,857 -6,633	-27%	-$220K	0.12%	63
2026 Q2	$795K	Buy	24,490 +1,819	+8%	+$57.7K	0.17%	57
2026 Q1	$674K	Buy	22,671 +1,784	+9%	+$55.1K	0.17%	56
2025 Q4	$636K	Buy	20,887 +9,476	+83%	+$283K	0.16%	58
2025 Q3	$337K	Sell	11,411 -52,802	-82%	-$1.52M	0.09%	69
2025 Q2	$1.83M	Buy	+64,213	New	+$1.72M	0.53%	32

Other funds holding MFSI

JRSI

Jeter Robert S II $151M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

JM2 Capital Edmond, Oklahoma $151M AUM 40.33% 1-Year Est. Return

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

James T. Borello RIA's MFSI Position: Q3 2026 in Review

James T. Borello RIA reduced its MFS Active International ETF (MFSI) stake by 27% in Q3 2026, selling an estimated $220K and leaving 17,857 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #63.

James T. Borello RIA first reported a position in MFSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 7 funds tracked by Wall St. Rank hold MFSI as of Q3 2026.

James T. Borello RIA held 17,857 shares of MFS Active International ETF worth $583K as of Q3 2026.
James T. Borello RIA sold 6,633 MFS Active International ETF shares in Q3 2026, an estimated $220K.
MFS Active International ETF made up 0.12% of James T. Borello RIA's portfolio in Q3 2026, its #63 holding.
James T. Borello RIA first reported a position in MFS Active International ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's MFS Active International ETF position peaked at $1.83M in Q2 2025.
7 funds tracked by Wall St. Rank held MFS Active International ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.