EH
MFSV

Equitable Holdings’s MFS Active Value ETF MFSV Stock Holding History

Equitable Holdings’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 		$1.68M Sell
58,686
-1,270
-2% -$35.3K 0.01% 805
2026
Q1 		$1.6M Buy
+59,956
New +$1.64M 0.01% 812

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
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
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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Equitable Holdings's MFSV Position: Q2 2026 in Review

Equitable Holdings reduced its MFS Active Value ETF (MFSV) stake by 2.1% in Q2 2026, selling an estimated $35.3K and leaving 58,686 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #805.

Equitable Holdings first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Equitable Holdings held 58,686 shares of MFS Active Value ETF worth $1.68M as of Q2 2026.
  • Equitable Holdings sold 1,270 MFS Active Value ETF shares in Q2 2026, an estimated $35.3K.
  • MFS Active Value ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #805 holding.
  • Equitable Holdings first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.