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MFSBMFSB
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in MFS ACTIVE EXCHANGE TRADED F

Integrated Wealth Concepts LLC holds 112,792 shares of MFSB (MFS ACTIVE EXCHANGE TRADED F), worth $2.8M as of 2026-Q2. The position was increased (+6.9% shares). MFSB represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.8M

Current Shares

112,792

Total Value Change

+$635,947

Total Shares Change

+26,530

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
112,792
+6.9%
$2.8M0.0%$24.93
28
2026-Q1
New
105,553
-
$2.6M0.0%$25.33
36
2025-Q4
Exited
0
-100.0%
$00.0%$25.17
0
2025-Q3
New
86,262
-
$2.2M0.0%$24.86
36

Other major holders of MFSB: LPL Financial LLC, JONES FINANCIAL COMPANIES LLLP, EXCHANGE TRADED CONCEPTS, LLC

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