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MINV icon

NewSquare Capital’s Matthews Asia Innovators Active ETF MINV Stock Holding History

NewSquare Capital’s Portfolio MINV Stock Details MINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$125 – 807
2025
Q2 		$125 Hold
4
– – ﹤0.01% 1266
2025
Q1 		$112 Hold
4
– – ﹤0.01% 1131
2024
Q4 		$110 Buy
+4
New +$114 ﹤0.01% 888

Other funds holding MINV

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NewSquare Capital's MINV Position: Q3 2025 in Review

NewSquare Capital sold out of Matthews Asia Innovators Active ETF (MINV) in Q3 2025, closing a stake of 4 shares — an estimated $125 sold.

NewSquare Capital first reported a position in MINV in Q4 2024 and held it in 3 quarters. The position peaked at $125 in Q2 2025. 9 funds tracked by Wall St. Rank hold MINV as of Q3 2025.

  • NewSquare Capital reported no remaining Matthews Asia Innovators Active ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 4 Matthews Asia Innovators Active ETF shares in Q3 2025, an estimated $125.
  • NewSquare Capital first reported a position in Matthews Asia Innovators Active ETF in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Matthews Asia Innovators Active ETF position peaked at $125 in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.