IWP
MFSG

IAG Wealth Partners’s MFS Active Growth ETF MFSG Stock Holding History

IAG Wealth Partners’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 		$1.62K Sell
54
-1,820
-97% -$53.3K ﹤0.01% 473
2026
Q1 		$48K Sell
1,874
-40,308
-96% -$1.1M 0.01% 218
2025
Q4 		$1.19M Buy
42,182
+36,750
+677% +$1.04M 0.14% 67
2025
Q3 		$153K Buy
+5,432
New +$149K 0.02% 133

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
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 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

IAG Wealth Partners's MFSG Position: Q2 2026 in Review

IAG Wealth Partners reduced its MFS Active Growth ETF (MFSG) stake by 97% in Q2 2026, selling an estimated $53.3K and leaving 54 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

IAG Wealth Partners first reported a position in MFSG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2025. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • IAG Wealth Partners held 54 shares of MFS Active Growth ETF worth $1.62K as of Q2 2026.
  • IAG Wealth Partners sold 1,820 MFS Active Growth ETF shares in Q2 2026, an estimated $53.3K.
  • MFS Active Growth ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #473 holding.
  • IAG Wealth Partners first reported a position in MFS Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • IAG Wealth Partners's MFS Active Growth ETF position peaked at $1.19M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.