I
CHGX

IMPACTfolio’s AXS Change Finance ESG ETF CHGX Stock Holding History

IMPACTfolio’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
-20,165
Closed -$766K – 52
2024
Q4 		$766K Sell
20,165
-3,945
-16% -$154K 0.4% 19
2024
Q3 		$928K Sell
24,110
-17,588
-42% -$648K 0.48% 16
2024
Q2 		$1.51M Sell
41,698
-1,516
-4% -$53.8K 0.84% 15
2024
Q1 		$1.59M Sell
43,214
-436,830
-91% -$15.2M 0.96% 16
2023
Q4 		$15.9M Sell
480,044
-33,482
-7% -$1.03M 10.38% 4
2023
Q3 		$15.2M Buy
513,526
+471,824
+1,131% +$14.6M 10.96% 4
2023
Q2 		$1.3M Buy
41,702
+7,271
+21% +$214K 1.04% 14
2023
Q1 		$994K Buy
+34,431
New +$973K 0.83% 15
2022
Q2 		– Sell
-411,380
Closed -$12.9M – 51
2022
Q1 		$12.9M Buy
411,380
+81,714
+25% +$2.58M 9.61% 5
2021
Q4 		$11.6M Buy
+329,666
New +$11.3M 10.12% 5

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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 $455M AUM 27.07% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

IMPACTfolio's CHGX Position: Q1 2025 in Review

IMPACTfolio sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2025, closing a stake of 20,165 shares — an estimated $766K sold.

IMPACTfolio first reported a position in CHGX in Q4 2021 and held it in 10 quarters. The position peaked at $15.9M in Q4 2023. 31 funds tracked by Wall St. Rank hold CHGX as of Q1 2025.

  • IMPACTfolio reported no remaining AXS Change Finance ESG ETF position as of Q1 2025 after selling out during the quarter.
  • IMPACTfolio sold 20,165 AXS Change Finance ESG ETF shares in Q1 2025, an estimated $766K.
  • IMPACTfolio first reported a position in AXS Change Finance ESG ETF in Q4 2021 and held it in 10 quarters.
  • IMPACTfolio's AXS Change Finance ESG ETF position peaked at $15.9M in Q4 2023.
  • 31 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2025.

Based on IMPACTfolio's 13F filing for Q1 2025, filed 25 Apr 2025.