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
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

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

IHT Wealth Management's MFSG Position: Q1 2026 in Review

IHT Wealth Management increased its MFS Active Growth ETF (MFSG) stake by 4% in Q1 2026, buying an estimated $49.1K and bringing the position to 47,094 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #513.

IHT Wealth Management first reported a position in MFSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • IHT Wealth Management held 47,094 shares of MFS Active Growth ETF worth $1.21M as of Q1 2026.
  • IHT Wealth Management bought 1,798 MFS Active Growth ETF shares in Q1 2026, an estimated $49.1K.
  • MFS Active Growth ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #513 holding.
  • IHT Wealth Management first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • IHT Wealth Management's MFS Active Growth ETF position peaked at $1.28M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

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