MFSM β€” MFS ACTIVE EXCHANGE TRADED F

Ownership history in CRA Financial Services, LLC  Β·  2 quarters on record

AI Ownership Summary

CRA Financial Services, LLC reported MFS ACTIVE EXCHANGE TRADED F (MFSM) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows MFSM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRA Financial Services, LLC's position in MFS ACTIVE EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MFSM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CRA Financial Services, LLC held MFSM β€” position size vs. price
% of Fund (quarterly)    MFSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 13,500 β€” 0% 0.04% $338K 2026-02-14 (Est.) $25.31
2025 Q3 INITIATED 13,500 β€” β€” 0.05% $335K 2025-10-16 $24.72

FAQ About CRA Financial Services, LLC and MFSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CRA Financial Services, LLC reported owning MFSM?

CRA Financial Services, LLC reported MFSM across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported MFSM position in CRA Financial Services, LLC's portfolio?

The largest reported portfolio weight for MFSM was 0.05% in 2025 Q3.

What is the latest reported MFSM position on this page?

The most recent filing on this page is 2025 Q4, when CRA Financial Services, LLC reported 13,500 shares, equal to 0.04% of portfolio, with an estimated market value of $338K.

What does the chart on this MFSM ownership page compare?

The chart compares CRA Financial Services, LLC's quarterly MFSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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