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First Affirmative Financial Network’s AXS Change Finance ESG ETF CHGX Stock Holding History

First Affirmative Financial Network’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
2026
Q1 		$1.22M Buy
+45,517
New +$1.26M 0.47% 37
2025
Q3 		$1.24M Buy
45,592
+20
+0% +$531 0.59% 31
2025
Q2 		$1.19M Buy
45,572
+16,704
+58% +$404K 0.61% 33
2025
Q1 		$684K Hold
28,868
– – 0.42% 60
2024
Q4 		$705K Buy
+28,868
New +$729K 0.41% 60

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Affirmative Financial Network's CHGX Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in AXS Change Finance ESG ETF (CHGX) in Q1 2026: 45,517 shares worth $1.22M. The stake represents 0.47% of the portfolio and ranks #37 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CHGX as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CHGX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • First Affirmative Financial Network held 45,517 shares of AXS Change Finance ESG ETF worth $1.22M as of Q1 2026.
  • AXS Change Finance ESG ETF was a new First Affirmative Financial Network position in Q1 2026.
  • AXS Change Finance ESG ETF made up 0.47% of First Affirmative Financial Network's portfolio in Q1 2026, its #37 holding.
  • First Affirmative Financial Network first reported a position in AXS Change Finance ESG ETF in Q4 2024 and has held it in 5 quarters since.
  • First Affirmative Financial Network's AXS Change Finance ESG ETF position peaked at $1.24M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.