IWM
MFSG

IHT Wealth Management’s MFS Active Growth ETF MFSG Stock Holding History

IHT Wealth Management’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 		$1.07M Sell
35,395
-11,699
-25% -$342K 0.02% 576
2026
Q1 		$1.21M Buy
47,094
+1,798
+4% +$49.1K 0.03% 513
2025
Q4 		$1.28M Buy
+45,296
New +$1.28M 0.03% 469

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

IHT Wealth Management's MFSG Position: Q2 2026 in Review

IHT Wealth Management reduced its MFS Active Growth ETF (MFSG) stake by 25% in Q2 2026, selling an estimated $342K and leaving 35,395 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #576.

IHT Wealth Management first reported a position in MFSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 39 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • IHT Wealth Management held 35,395 shares of MFS Active Growth ETF worth $1.07M as of Q2 2026.
  • IHT Wealth Management sold 11,699 MFS Active Growth ETF shares in Q2 2026, an estimated $342K.
  • MFS Active Growth ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #576 holding.
  • IHT Wealth Management first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • IHT Wealth Management's MFS Active Growth ETF position peaked at $1.28M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

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