AC
CHGX

Arjuna Capital’s AXS Change Finance ESG ETF CHGX Stock Holding History

Arjuna Capital’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,325
Closed -$316K – 124
2024
Q4 		$316K Buy
8,325
+59
+0.7% +$2.31K 0.08% 90
2024
Q3 		$318K Sell
8,266
-643
-7% -$23.7K 0.08% 89
2024
Q2 		$322K Sell
8,909
-349
-4% -$12.4K 0.09% 87
2024
Q1 		$340K Sell
9,258
-8,099
-47% -$282K 0.1% 88
2023
Q4 		$577K Buy
17,357
+7,543
+77% +$233K 0.18% 76
2023
Q3 		$291K Hold
9,814
– – 0.1% 85
2023
Q2 		$307K Sell
9,814
-649
-6% -$19.1K 0.11% 90
2023
Q1 		$302K Sell
10,463
-11,322
-52% -$320K 0.12% 95
2022
Q4 		$591K Buy
21,785
+104
+0.5% +$2.81K 0.27% 69
2022
Q3 		$538K Sell
21,681
-1,300
-6% -$35.9K 0.26% 69
2022
Q2 		$602K Sell
22,981
-165
-0.7% -$4.69K 0.29% 67
2022
Q1 		$727K Buy
23,146
+466
+2% +$14.7K 0.3% 67
2021
Q4 		$795K Buy
22,680
+59
+0.3% +$2.02K 0.29% 71
2021
Q3 		$736K Hold
22,621
– – 0.3% 75
2021
Q2 		$746K Buy
+22,621
New +$719K 0.32% 78

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Arjuna Capital's CHGX Position: Q1 2025 in Review

Arjuna Capital sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2025, closing a stake of 8,325 shares — an estimated $316K sold.

Arjuna Capital first reported a position in CHGX in Q2 2021 and held it in 15 quarters. The position peaked at $795K in Q4 2021. 31 funds tracked by Wall St. Rank hold CHGX as of Q1 2025.

  • Arjuna Capital reported no remaining AXS Change Finance ESG ETF position as of Q1 2025 after selling out during the quarter.
  • Arjuna Capital sold 8,325 AXS Change Finance ESG ETF shares in Q1 2025, an estimated $316K.
  • Arjuna Capital first reported a position in AXS Change Finance ESG ETF in Q2 2021 and held it in 15 quarters.
  • Arjuna Capital's AXS Change Finance ESG ETF position peaked at $795K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2025.

Based on Arjuna Capital's 13F filing for Q1 2025, filed 9 May 2025.