Harbour Investments’s ProShares MSCI Transformational Changes ETF ANEW Stock Holding History

Harbour Investments’s Portfolio ANEW Stock Details ANEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14K	Buy	+25	New	+$1.22K	﹤0.01%	4073
2024 Q2	–	Sell	-250	Closed	-$10.4K	–	3294
2024 Q1	$10.4K	Hold	250	–	–	﹤0.01%	2209
2023 Q4	$9.55K	Hold	250	–	–	﹤0.01%	2157
2023 Q3	$8.56K	Hold	250	–	–	﹤0.01%	2091
2023 Q2	$9.18K	Hold	250	–	–	﹤0.01%	2065
2023 Q1	$8.71K	Hold	250	–	–	﹤0.01%	2075
2022 Q4	$7.84K	Hold	250	–	–	﹤0.01%	2053
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	2005
2022 Q2	$8K	Buy	+250	New	+$8.75K	﹤0.01%	2005
2021 Q4	$11K	Hold	250	–	–	﹤0.01%	1873
2021 Q3	$11K	Hold	250	–	–	﹤0.01%	2595
2021 Q2	$12K	Sell	250 -77	-24%	-$3.4K	﹤0.01%	2612
2021 Q1	$14K	Buy	+327	New	+$14.3K	﹤0.01%	2389

Other funds holding ANEW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Harbour Investments's ANEW Position: Q1 2026 in Review

Harbour Investments opened a new position in ProShares MSCI Transformational Changes ETF (ANEW) in Q1 2026: 25 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #4073 among its holdings. This is a return to the name: Harbour Investments previously reported a position in ANEW as recently as Q1 2024.

Harbour Investments first reported a position in ANEW in Q1 2021 and has held it in 13 quarters since. The position peaked at $14K in Q1 2021. 12 funds tracked by Wall St. Rank hold ANEW as of Q1 2026.

Harbour Investments held 25 shares of ProShares MSCI Transformational Changes ETF worth $1.14K as of Q1 2026.
ProShares MSCI Transformational Changes ETF was a new Harbour Investments position in Q1 2026.
ProShares MSCI Transformational Changes ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4073 holding.
Harbour Investments first reported a position in ProShares MSCI Transformational Changes ETF in Q1 2021 and has held it in 13 quarters since.
Harbour Investments's ProShares MSCI Transformational Changes ETF position peaked at $14K in Q1 2021.
12 funds tracked by Wall St. Rank held ProShares MSCI Transformational Changes ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.