Ethos Financial Group’s MFS Charter Income Trust MCR Stock Holding History

Ethos Financial Group’s Portfolio MCR Stock Details MCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,729	Closed	-$136K	–	668
2026 Q1	$136K	Hold	21,729	–	–	0.01%	508
2025 Q4	$136K	Sell	21,729 -221	-1%	-$1.4K	0.01%	495
2025 Q3	$141K	Sell	21,950 -2,648	-11%	-$16.9K	0.01%	474
2025 Q2	$156K	Hold	24,598	–	–	0.01%	433
2025 Q1	$154K	Buy	+24,598	New	+$156K	0.01%	408

Ethos Financial Group's MCR Position: Q2 2026 in Review

Ethos Financial Group sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 21,729 shares — an estimated $136K sold.

Ethos Financial Group first reported a position in MCR in Q1 2025 and held it in 5 quarters. The position peaked at $156K in Q2 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Ethos Financial Group reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 21,729 MFS Charter Income Trust shares in Q2 2026, an estimated $136K.
Ethos Financial Group first reported a position in MFS Charter Income Trust in Q1 2025 and held it in 5 quarters.
Ethos Financial Group's MFS Charter Income Trust position peaked at $156K in Q2 2025.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.