Mercer Global Advisors
CHGX

Mercer Global Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

Mercer Global Advisors’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
2024
Q2 		– Sell
-11,311
Closed -$415K – 2069
2024
Q1 		$415K Buy
11,311
+3
+0% +$105 ﹤0.01% 1382
2023
Q4 		$376K Buy
11,308
+103
+0.9% +$3.18K ﹤0.01% 1486
2023
Q3 		$332K Hold
11,205
– – ﹤0.01% 1463
2023
Q2 		$350K Sell
11,205
-4,430
-28% -$130K ﹤0.01% 1418
2023
Q1 		$451K Hold
15,635
– – ﹤0.01% 1269
2022
Q4 		$424K Buy
15,635
+169
+1% +$4.57K ﹤0.01% 1290
2022
Q3 		$384K Sell
15,466
-189
-1% -$5.22K ﹤0.01% 1274
2022
Q2 		$410K Hold
15,655
– – ﹤0.01% 1244
2022
Q1 		$491K Sell
15,655
-992
-6% -$31.3K ﹤0.01% 1239
2021
Q4 		$583K Buy
16,647
+86
+0.5% +$2.95K ﹤0.01% 1135
2021
Q3 		$539K Sell
16,561
-1,200
-7% -$40.6K ﹤0.01% 1134
2021
Q2 		$586K Sell
17,761
-557
-3% -$17.7K ﹤0.01% 1071
2021
Q1 		$552K Buy
+18,318
New +$541K 0.01% 1039

Other funds holding CHGX

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mercer Global Advisors's CHGX Position: Q2 2024 in Review

Mercer Global Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2024, closing a stake of 11,311 shares — an estimated $415K sold.

Mercer Global Advisors first reported a position in CHGX in Q1 2021 and held it in 13 quarters. The position peaked at $586K in Q2 2021. 32 funds tracked by Wall St. Rank hold CHGX as of Q2 2024.

  • Mercer Global Advisors reported no remaining AXS Change Finance ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 11,311 AXS Change Finance ESG ETF shares in Q2 2024, an estimated $415K.
  • Mercer Global Advisors first reported a position in AXS Change Finance ESG ETF in Q1 2021 and held it in 13 quarters.
  • Mercer Global Advisors's AXS Change Finance ESG ETF position peaked at $586K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.