BWP
CHGX

BSW Wealth Partners’s AXS Change Finance ESG ETF CHGX Stock Holding History

BSW Wealth Partners’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
2021
Q3 		– Sell
-8,150
Closed -$269K – 273
2021
Q2 		$269K Hold
8,150
– – 0.07% 189
2021
Q1 		$246K Hold
8,150
– – 0.07% 181
2020
Q4 		$234K Hold
8,150
– – 0.07% 150
2020
Q3 		$208K Buy
+8,150
New +$201K 0.08% 136

Other funds holding CHGX

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

BSW Wealth Partners's CHGX Position: Q3 2021 in Review

BSW Wealth Partners sold out of AXS Change Finance ESG ETF (CHGX) in Q3 2021, closing a stake of 8,150 shares — an estimated $269K sold.

BSW Wealth Partners first reported a position in CHGX in Q3 2020 and held it in 4 quarters. The position peaked at $269K in Q2 2021. 23 funds tracked by Wall St. Rank hold CHGX as of Q3 2021.

  • BSW Wealth Partners reported no remaining AXS Change Finance ESG ETF position as of Q3 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 8,150 AXS Change Finance ESG ETF shares in Q3 2021, an estimated $269K.
  • BSW Wealth Partners first reported a position in AXS Change Finance ESG ETF in Q3 2020 and held it in 4 quarters.
  • BSW Wealth Partners's AXS Change Finance ESG ETF position peaked at $269K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.