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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evergreen Wealth Solutions's MFSG Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its MFS Active Growth ETF (MFSG) stake by 1.3% in Q1 2026, selling an estimated $684K and leaving 1,900,432 shares worth $48.6M. The position accounts for 3.44% of the portfolio, ranked #2.

Evergreen Wealth Solutions first reported a position in MFSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $54.5M in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • Evergreen Wealth Solutions held 1,900,432 shares of MFS Active Growth ETF worth $48.6M as of Q1 2026.
  • Evergreen Wealth Solutions sold 25,055 MFS Active Growth ETF shares in Q1 2026, an estimated $684K.
  • MFS Active Growth ETF made up 3.44% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #2 holding.
  • Evergreen Wealth Solutions first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's MFS Active Growth ETF position peaked at $54.5M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.