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MFSIMFSI
6 quarters

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

Integrated Wealth Concepts LLC holds 545,016 shares of MFSI (MFS ACTIVE EXCHANGE TRADED F), worth $17.7M as of 2026-Q2. The position was increased (+4.9% shares). MFSI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$17.7M

Current Shares

545,016

Total Value Change

+$9.3M

Total Shares Change

+218,904

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
545,016
+4.9%
$17.7M0.1%$32.47
36
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

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