CFS
MFSV

CRA Financial Services’s MFS Active Value ETF MFSV Stock Holding History

CRA Financial Services’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Hold
8,400
– – 0.03% 287
2026
Q1 		$225K Hold
8,400
– – 0.03% 275
2025
Q4 		$223K Hold
8,400
– – 0.03% 276
2025
Q3 		$220K Buy
+8,400
New +$215K 0.03% 281

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

CRA Financial Services's MFSV Position: Q2 2026 in Review

CRA Financial Services held its MFS Active Value ETF (MFSV) position steady in Q2 2026 at 8,400 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #287.

CRA Financial Services first reported a position in MFSV in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • CRA Financial Services held 8,400 shares of MFS Active Value ETF worth $240K as of Q2 2026.
  • CRA Financial Services left its MFS Active Value ETF share count unchanged in Q2 2026.
  • MFS Active Value ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #287 holding.
  • CRA Financial Services first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.