Envestnet Asset Management’s MFS Active Value ETF MFSV Stock Holding History

Envestnet Asset Management’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	$9.73M	Buy	340,588 +7,080	+2%	+$197K	﹤0.01%	1975
2026 Q1	$8.91M	Buy	333,508 +313,290	+1,550%	+$8.57M	﹤0.01%	1903
2025 Q4	$537K	Buy	20,218 +8,775	+77%	+$229K	﹤0.01%	3655
2025 Q3	$299K	Hold	11,443	–	–	﹤0.01%	4082
2025 Q2	$289K	Buy	+11,443	New	+$278K	﹤0.01%	4042

Other funds holding MFSV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management's MFSV Position: Q2 2026 in Review

Envestnet Asset Management increased its MFS Active Value ETF (MFSV) stake by 2.1% in Q2 2026, buying an estimated $197K and bringing the position to 340,588 shares worth $9.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Envestnet Asset Management first reported a position in MFSV in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Envestnet Asset Management held 340,588 shares of MFS Active Value ETF worth $9.73M as of Q2 2026.
Envestnet Asset Management bought 7,080 MFS Active Value ETF shares in Q2 2026, an estimated $197K.
MFS Active Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1975 holding.
Envestnet Asset Management first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.