Envestnet Asset Management
MFSG

Envestnet Asset Management’s MFS Active Growth ETF MFSG Stock Holding History

Envestnet Asset 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
2025
Q2 		– Sell
-10,595
Closed -$238K – 4586
2025
Q1 		$238K Buy
+10,595
New +$261K ﹤0.01% 4053

Other funds holding MFSG

MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Envestnet Asset Management's MFSG Position: Q2 2025 in Review

Envestnet Asset Management sold out of MFS Active Growth ETF (MFSG) in Q2 2025, closing a stake of 10,595 shares — an estimated $238K sold.

Envestnet Asset Management first reported a position in MFSG in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 13 funds tracked by Wall St. Rank hold MFSG as of Q2 2025.

  • Envestnet Asset Management reported no remaining MFS Active Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,595 MFS Active Growth ETF shares in Q2 2025, an estimated $238K.
  • Envestnet Asset Management first reported a position in MFS Active Growth ETF in Q1 2025 and held it in 1 quarter.
  • Envestnet Asset Management's MFS Active Growth ETF position peaked at $238K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.