KWB Wealth’s MFS Active Value ETF MFSV Stock Holding History

KWB Wealth’s Portfolio MFSV Stock Details MFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.9M	Buy	+919,981	New	+$27M	2.21%	9

Other funds holding MFSV

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWB Wealth's MFSV Position: Q3 2026 in Review

KWB Wealth opened a new position in MFS Active Value ETF (MFSV) in Q3 2026: 919,981 shares worth $25.9M. The stake represents 2.21% of the portfolio and ranks #9 among its holdings.

3 funds tracked by Wall St. Rank hold MFSV as of Q3 2026.

KWB Wealth held 919,981 shares of MFS Active Value ETF worth $25.9M as of Q3 2026.
MFS Active Value ETF was a new KWB Wealth position in Q3 2026.
MFS Active Value ETF made up 2.21% of KWB Wealth's portfolio in Q3 2026, its #9 holding.
3 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.