CWM
MFSG

Cornerstone Wealth Management’s MFS Active Growth ETF MFSG Stock Holding History

Cornerstone Wealth Management’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Sell
133,281
-20,599
-13% -$603K 0.17% 124
2026
Q1 		$3.94M Sell
153,880
-3,218
-2% -$87.8K 0.2% 115
2025
Q4 		$4.45M Sell
157,098
-4,868
-3% -$138K 0.23% 99
2025
Q3 		$4.56M Buy
+161,966
New +$4.43M 0.25% 93

Other funds holding MFSG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cornerstone Wealth Management's MFSG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its MFS Active Growth ETF (MFSG) stake by 13% in Q2 2026, selling an estimated $603K and leaving 133,281 shares worth $4.03M. The position accounts for 0.17% of the portfolio, ranked #124.

Cornerstone Wealth Management first reported a position in MFSG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.56M in Q3 2025. 6 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Cornerstone Wealth Management held 133,281 shares of MFS Active Growth ETF worth $4.03M as of Q2 2026.
  • Cornerstone Wealth Management sold 20,599 MFS Active Growth ETF shares in Q2 2026, an estimated $603K.
  • MFS Active Growth ETF made up 0.17% of Cornerstone Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Cornerstone Wealth Management first reported a position in MFS Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's MFS Active Growth ETF position peaked at $4.56M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.