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Mfs Active Exchange Traded F shares owned by Baron Wealth Management

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSI) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management 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 Baron Wealth Management 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 Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 957k 29.54
2025-06-30 $26M 924k 28.45
2025-03-31 $12M 468k 25.72

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding Mfs Active Exchange Traded F

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James Financial
Old Second Wealth Management
Baron Wealth Management
Kestra Private Wealth Services
LPL Financial
River Street Advisors
Capital Analysts
Jones Financial Companies, L.L
Cetera Investment Advisers
Soltis Investment Advisors
Royal Bank of Canada
Integrated Wealth Concepts
Jane Street
Goss Wealth Management

View all funds holding Mfs Active Exchange Traded F