Back to IW Integrated Wealth Concepts LLC

MFSIMFSI
6 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in MFS ACTIVE INTERNATIONAL

Integrated Wealth Concepts LLC holds 760,037 shares of MFSI (MFS ACTIVE INTERNATIONAL), worth $24.7M as of 2026-Q2. The position was increased (+46.2% shares). MFSI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$24.7M

Current Shares

760,037

Total Value Change

+$16.3M

Total Shares Change

+433,925

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
760,037
+46.2%
$24.7M0.1%$32.47
47
2026-Q1
Increased
519,737
+2172.9%
$15.4M0.1%$29.71
54
2025-Q4
Decreased
22,867
-93.4%
$696,3010.0%$30.44
0
2025-Q3
Increased
347,203
+9.0%
$10.3M0.1%$29.30
30
2025-Q2
Decreased
318,633
-2.3%
$9.1M0.1%$28.21
0
2025-Q1
New
326,112
-
$8.4M0.1%$25.50
38

Other major holders of MFSI: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used