Money Concepts Capital’s ProShares MSCI Transformational Changes ETF ANEW Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-230	Closed	-$7.22K	–	569
2022 Q4	$7.22K	Buy	+230	New	+$7.2K	﹤0.01%	2181
2022 Q2	–	Sell	-230	Closed	-$9K	–	1483
2022 Q1	$9K	Buy	+230	New	+$9.18K	﹤0.01%	1964

Other funds holding ANEW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

EFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Money Concepts Capital's ANEW Position: Q1 2023 in Review

Money Concepts Capital sold out of ProShares MSCI Transformational Changes ETF (ANEW) in Q1 2023, closing a stake of 230 shares — an estimated $7.22K sold.

Money Concepts Capital first reported a position in ANEW in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 17 funds tracked by Wall St. Rank hold ANEW as of Q1 2023.

Money Concepts Capital reported no remaining ProShares MSCI Transformational Changes ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 230 ProShares MSCI Transformational Changes ETF shares in Q1 2023, an estimated $7.22K.
Money Concepts Capital first reported a position in ProShares MSCI Transformational Changes ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's ProShares MSCI Transformational Changes ETF position peaked at $9K in Q1 2022.
17 funds tracked by Wall St. Rank held ProShares MSCI Transformational Changes ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.