Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
ProShares MSCI Transformational Changes ETF(ANEW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ANEW
10/13/2026: ANEW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ProShares MSCI Transformational Changes ETF (ANEW) provides thematic exposure to companies involved in major global shifts like genomics, climate change, and technological disruption using a passive, rules-based MSCI index approach. Its primary strength is providing diversified thematic exposure without the potential pitfalls of active manager bias, though it faces risks related to low liquidity, high volatility, and sensitivity to interest-rate-driven valuation shifts. The fund is best suited as a satellite holding for long-term growth investors. Investors should monitor thematic adoption rates and the macroeconomic climate for growth stocks to assess ongoing viability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The portfolio focuses on long-term structural growth driven by innovation and demographic shifts. |
| Momentum investor | Strong fit while signal remains positive | Investors may utilize this fund when thematic growth sectors exhibit strong relative strength and positive price action. |
| Value investor | Weak fit | The underlying holdings are often high-multiple growth stocks rather than undervalued, cash-flow-positive businesses. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation from disruptive companies, which rarely prioritize dividend payouts. |
| Low-risk investor | Weak fit | The concentration in innovative, often volatile sectors creates a high-risk profile unsuitable for conservative capital preservation. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors with a high risk tolerance and a multi-year time horizon who wish to gain exposure to future-looking economic trends.
Suitability
Best for long-term investors using the ETF as a thematic satellite position in a larger, diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic stocks are susceptible to sharp price swings based on interest rates and sector-specific news. |
| Market risk | High | The fund is sensitive to broader equity market downturns which disproportionately affect growth assets. |
| Concentration | Medium / high | Exposure is restricted to niche themes, increasing sensitivity to those specific economic areas. |
| Tracking/expense | Medium | Tracking error can occur due to the complex, multi-theme nature of the underlying index. |
| Liquidity | Medium / high | Low average daily volume can lead to wider bid-ask spreads for retail investors. |
| Business/sector quality | Medium | Many holdings are in early-stage, disruptive industries that may not yet be consistently profitable. |
Risk Analysis
Volatility
ANEW exhibits higher-than-average beta, consistent with thematic growth funds that track emerging and disruptive technologies.
Market Risk
The fund is heavily exposed to systemic equity risks, specifically sector-specific corrections in technology, healthcare, and industrial innovation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Global Equities | Diversified portfolio of international and domestic companies tied to thematic disruption. | 98 | This exposure captures global growth across distinct sectors undergoing rapid technological or structural evolution. |
| Cash/collateral | Cash and cash equivalents | 2 | Minor liquidity reserves held for operational purposes and pending rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 35.02% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.