EFS
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Econ Financial Services’s MFS Active Growth ETF MFSG Stock Holding History

Econ Financial Services’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
Q3 		$2.15M Buy
+70,396
New +$2.11M 0.9% 46

Other funds holding MFSG

DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Econ Financial Services's MFSG Position: Q3 2026 in Review

Econ Financial Services opened a new position in MFS Active Growth ETF (MFSG) in Q3 2026: 70,396 shares worth $2.15M. The stake represents 0.9% of the portfolio and ranks #46 among its holdings.

6 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

  • Econ Financial Services held 70,396 shares of MFS Active Growth ETF worth $2.15M as of Q3 2026.
  • MFS Active Growth ETF was a new Econ Financial Services position in Q3 2026.
  • MFS Active Growth ETF made up 0.9% of Econ Financial Services's portfolio in Q3 2026, its #46 holding.
  • 6 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.