Envestnet Asset Management
MFSV

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
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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Envestnet Asset Management's MFSV Position: Q1 2026 in Review

Envestnet Asset Management increased its MFS Active Value ETF (MFSV) stake by 1,550% in Q1 2026, buying an estimated $8.57M and bringing the position to 333,508 shares worth $8.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Envestnet Asset Management first reported a position in MFSV in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Envestnet Asset Management held 333,508 shares of MFS Active Value ETF worth $8.91M as of Q1 2026.
  • Envestnet Asset Management bought 313,290 MFS Active Value ETF shares in Q1 2026, an estimated $8.57M.
  • MFS Active Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1903 holding.
  • Envestnet Asset Management first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.