EWS
MFSG

Evergreen Wealth Solutions’s MFS Active Growth ETF MFSG Stock Holding History

Evergreen Wealth Solutions’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
2026
Q2 		$31.8M Sell
1,030,171
-870,261
-46% -$25.5M 1.66% 18
2026
Q1 		$48.6M Sell
1,900,432
-25,055
-1% -$684K 3.44% 2
2025
Q4 		$54.5M Buy
+1,925,487
New +$54.4M 7.6% 2

Other funds holding MFSG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evergreen Wealth Solutions's MFSG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its MFS Active Growth ETF (MFSG) stake by 46% in Q2 2026, selling an estimated $25.5M and leaving 1,030,171 shares worth $31.8M. The position accounts for 1.66% of the portfolio, ranked #18.

Evergreen Wealth Solutions first reported a position in MFSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.5M in Q4 2025. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Evergreen Wealth Solutions held 1,030,171 shares of MFS Active Growth ETF worth $31.8M as of Q2 2026.
  • Evergreen Wealth Solutions sold 870,261 MFS Active Growth ETF shares in Q2 2026, an estimated $25.5M.
  • MFS Active Growth ETF made up 1.66% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #18 holding.
  • Evergreen Wealth Solutions first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's MFS Active Growth ETF position peaked at $54.5M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.