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Mfs Active Exchange Traded F shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSB) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Mfs Active Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including Mfs Active Exchange Traded F held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Active Exchange Traded F by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $28M 1.1M 24.89
2025-12-31 $18M 705k 25.22

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Mfs Active Exchange Traded F

LPL Financial
WCG Wealth Advisors
Confluence Wealth Services
Marshall Financial Group
Exchange Traded Concepts
Cetera Investment Advisers
Fermata Advisors
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Jeter Robert S II
Marshall Investment Management
Natixis Asset Management Advisors
Flynn Zito Capital Management
Integrated Wealth Concepts
Goldman Sachs Group

View all funds holding Mfs Active Exchange Traded F