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
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 $377B AUM 19.32% 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 $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CRA Financial Services's MFSV Position: Q1 2026 in Review

CRA Financial Services held its MFS Active Value ETF (MFSV) position steady in Q1 2026 at 8,400 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #275.

CRA Financial Services first reported a position in MFSV in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • CRA Financial Services held 8,400 shares of MFS Active Value ETF worth $225K as of Q1 2026.
  • CRA Financial Services left its MFS Active Value ETF share count unchanged in Q1 2026.
  • MFS Active Value ETF made up 0.03% of CRA Financial Services's portfolio in Q1 2026, its #275 holding.
  • CRA Financial Services first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.