Ownership history in McCarthy & Cox · 5 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in MFS ACTIVE EXCHANGE TRADED F (MFSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 28,674 | -1,961,110 | -98.6% | 9.84% | $812K | $28.30 |
| 2025 Q3 | ADDED | 1,989,784 | +177,818 | +9.8% | 12.78% | $56.0M | $28.13 |
| 2025 Q2 | ADDED | 1,811,966 | +930,136 | +105.5% | 12.58% | $48.0M | $26.49 |
| 2025 Q1 | ADDED | 881,830 | +866,362 | +5601.0% | 8.64% | $19.8M | $22.47 |
| 2024 Q4 | INITIATED | 15,468 | — | — | 0.13% | $383K | $24.72 |
As of 2025 Q4 — sorted by position size