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
2025 Q2	–	Sell	-3,021	Closed	-$111K	–	826
2025 Q1	$111K	Hold	3,021	–	–	0.08%	181
2024 Q4	$115K	Buy	+3,021	New	+$118K	0.08%	174

Other funds holding CHGX

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Millstone Evans Group's CHGX Position: Q2 2025 in Review

Millstone Evans Group sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 3,021 shares — an estimated $111K sold.

Millstone Evans Group first reported a position in CHGX in Q4 2024 and held it in 2 quarters. The position peaked at $115K in Q4 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Millstone Evans Group reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Millstone Evans Group sold 3,021 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $111K.
Millstone Evans Group first reported a position in AXS Change Finance ESG ETF in Q4 2024 and held it in 2 quarters.
Millstone Evans Group's AXS Change Finance ESG ETF position peaked at $115K in Q4 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Millstone Evans Group's 13F filing for Q2 2025, filed 13 Aug 2025.