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Millstone Evans Group’s AXS Change Finance ESG ETF CHGX Stock Holding History

Millstone Evans Group’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
Q2 		$156K Hold
4,699
– – 0.08% 183
2026
Q1 		$126K Hold
4,699
– – 0.08% 198
2025
Q4 		$128K Hold
4,699
– – 0.08% 197
2025
Q3 		$128K Buy
+4,699
New +$125K 0.08% 181

Other funds holding CHGX

PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Millstone Evans Group's CHGX Position: Q2 2026 in Review

Millstone Evans Group held its AXS Change Finance ESG ETF (CHGX) position steady in Q2 2026 at 4,699 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #183.

Millstone Evans Group first reported a position in CHGX in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Millstone Evans Group held 4,699 shares of AXS Change Finance ESG ETF worth $156K as of Q2 2026.
  • Millstone Evans Group left its AXS Change Finance ESG ETF share count unchanged in Q2 2026.
  • AXS Change Finance ESG ETF made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #183 holding.
  • Millstone Evans Group first reported a position in AXS Change Finance ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.