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
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

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
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

IAG Wealth Partners's MFSG Position: Q1 2026 in Review

IAG Wealth Partners reduced its MFS Active Growth ETF (MFSG) stake by 96% in Q1 2026, selling an estimated $1.1M and leaving 1,874 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #218.

IAG Wealth Partners first reported a position in MFSG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • IAG Wealth Partners held 1,874 shares of MFS Active Growth ETF worth $48K as of Q1 2026.
  • IAG Wealth Partners sold 40,308 MFS Active Growth ETF shares in Q1 2026, an estimated $1.1M.
  • MFS Active Growth ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #218 holding.
  • IAG Wealth Partners first reported a position in MFS Active Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • IAG Wealth Partners's MFS Active Growth ETF position peaked at $1.19M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.