UBS Group
MFSV

UBS Group’s MFS Active Value ETF MFSV Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-188
Closed -$4.64K – 11076
2025
Q1 		$4.64K Buy
+188
New +$4.63K ﹤0.01% 9085

Other funds holding MFSV

GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group's MFSV Position: Q2 2025 in Review

UBS Group sold out of MFS Active Value ETF (MFSV) in Q2 2025, closing a stake of 188 shares — an estimated $4.64K sold.

UBS Group first reported a position in MFSV in Q1 2025 and held it in 1 quarter. The position peaked at $4.64K in Q1 2025. 15 funds tracked by Wall St. Rank hold MFSV as of Q2 2025.

  • UBS Group reported no remaining MFS Active Value ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 188 MFS Active Value ETF shares in Q2 2025, an estimated $4.64K.
  • UBS Group first reported a position in MFS Active Value ETF in Q1 2025 and held it in 1 quarter.
  • UBS Group's MFS Active Value ETF position peaked at $4.64K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.