Redwood Wealth Management Group, LLC MDIJX β€” MFS INTL DIVERSIFICATION I

Ownership history in Redwood Wealth Management Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Redwood Wealth Management Group, LLC reported MFS INTL DIVERSIFICATION I (MDIJX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.41% in 2024 Q3. The latest visible filing shows MDIJX at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDIJX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Redwood Wealth Management Group, LLC's position in MFS INTL DIVERSIFICATION I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDIJX was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Redwood Wealth Management Group, LLC held MDIJX β€” position size vs. price
% of Fund (quarterly)    MDIJX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 107,847 -317 -0.3% 1.29% $3.0M 2026-04-24 $29.45
2025 Q4 ADDED β€” β€” β€” 108,164 +1,413 +1.3% 1.26% $3.0M 2026-02-03 $29.32
2025 Q3 REDUCED β€” β€” β€” 106,751 -3,402 -3.1% 1.28% $3.0M 2025-10-24 $27.17
2025 Q2 REDUCED β€” β€” β€” 110,153 -1,315 -1.2% 1.33% $3.0M 2025-08-05 $25.51
2025 Q1 REDUCED β€” β€” β€” 111,468 -857 -0.8% 1.37% $2.7M 2025-04-21 $22.64
2024 Q4 ADDED β€” β€” β€” 112,325 +1,181 +1.1% 1.25% $2.6M 2025-01-27 $22.47
2024 Q3 INITIATED β€” β€” β€” 111,144 β€” β€” 1.41% $2.8M 2024-11-13 $21.98

🏒 Other funds also holding MDIJX

As of 2026 Q1 β€” sorted by position size

Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.02% VSM Wealth Advisory, LLC 0.01% Coston, McIsaac & Partners 3Y 0.0%

FAQ About Redwood Wealth Management Group, LLC and MDIJX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Redwood Wealth Management Group, LLC reported owning MDIJX?

Redwood Wealth Management Group, LLC reported MDIJX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MDIJX position in Redwood Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for MDIJX was 1.41% in 2024 Q3.

What is the latest reported MDIJX position on this page?

The most recent filing on this page is 2026 Q1, when Redwood Wealth Management Group, LLC reported 107,847 shares, equal to 1.29% of portfolio, with an estimated market value of $3.0M.

What does the chart on this MDIJX ownership page compare?

The chart compares Redwood Wealth Management Group, LLC's quarterly MDIJX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Redwood Wealth Management Group, LLC time their MDIJX position?

Based on 13F filing dates vs. subsequent MDIJX price moves, Redwood Wealth Management Group, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MDIJX relative to SPY over the holding period was +6.9%.

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