MC
MFSG

McCarthy & Cox’s MFS Active Growth ETF MFSG Stock Holding History

McCarthy & Cox’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
2025
Q4 		$812K Sell
28,674
-1,961,110
-99% -$55.4M 9.84% 2
2025
Q3 		$56M Buy
1,989,784
+177,818
+10% +$4.87M 12.78% 2
2025
Q2 		$48M Buy
1,811,966
+930,136
+105% +$22.1M 12.58% 2
2025
Q1 		$19.8M Buy
881,830
+866,362
+5,601% +$21.3M 8.64% 3
2024
Q4 		$383K Buy
+15,468
New +$392K 0.13% 40

Other funds holding MFSG

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

McCarthy & Cox's MFSG Position: Q4 2025 in Review

McCarthy & Cox reduced its MFS Active Growth ETF (MFSG) stake by 99% in Q4 2025, selling an estimated $55.4M and leaving 28,674 shares worth $812K. The position accounts for 9.84% of the portfolio, ranked #2.

McCarthy & Cox first reported a position in MFSG in Q4 2024 and has held it in 5 quarters since. The position peaked at $56M in Q3 2025. 27 funds tracked by Wall St. Rank hold MFSG as of Q4 2025.

  • McCarthy & Cox held 28,674 shares of MFS Active Growth ETF worth $812K as of Q4 2025.
  • McCarthy & Cox sold 1,961,110 MFS Active Growth ETF shares in Q4 2025, an estimated $55.4M.
  • MFS Active Growth ETF made up 9.84% of McCarthy & Cox's portfolio in Q4 2025, its #2 holding.
  • McCarthy & Cox first reported a position in MFS Active Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • McCarthy & Cox's MFS Active Growth ETF position peaked at $56M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.