Morgan Stanley’s AXS Change Finance ESG ETF CHGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,016
| Closed | -$222K | – | 8399 |
|
|
2025
Q1 | $222K | Buy |
6,016
+500
| +9% | +$19.2K | ﹤0.01% | 5690 |
|
|
2024
Q4 | $209K | Sell |
5,516
-86
| -2% | -$3.37K | ﹤0.01% | 5766 |
|
|
2024
Q3 | $216K | Buy |
5,602
+3,601
| +180% | +$133K | ﹤0.01% | 5729 |
|
|
2024
Q2 | $72.4K | Hold |
2,001
| – | – | ﹤0.01% | 6068 |
|
|
2024
Q1 | $73.4K | Sell |
2,001
-2,001
| -50% | -$69.7K | ﹤0.01% | 6096 |
|
|
2023
Q4 | $133K | Buy |
4,002
+2,002
| +100% | +$61.9K | ﹤0.01% | 6072 |
|
|
2023
Q3 | $59.2K | Hold |
2,000
| – | – | ﹤0.01% | 6096 |
|
|
2023
Q2 | $62.5K | Hold |
2,000
| – | – | ﹤0.01% | 6130 |
|
|
2023
Q1 | $57.7K | Sell |
2,000
-3,022
| -60% | -$85.4K | ﹤0.01% | 6226 |
|
|
2022
Q4 | $136K | Buy |
5,022
+3,022
| +151% | +$81.8K | ﹤0.01% | 5833 |
|
|
2022
Q3 | $50K | Hold |
2,000
| – | – | ﹤0.01% | 6413 |
|
|
2022
Q2 | $52K | Buy |
+2,000
| New | +$56.8K | ﹤0.01% | 6598 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$70K | – | 8331 |
|
|
2021
Q4 | $70K | Hold |
2,000
| – | – | ﹤0.01% | 6644 |
|
|
2021
Q3 | $65K | Hold |
2,000
| – | – | ﹤0.01% | 6599 |
|
|
2021
Q2 | $66K | Hold |
2,000
| – | – | ﹤0.01% | 6545 |
|
|
2021
Q1 | $60K | Hold |
2,000
| – | – | ﹤0.01% | 6278 |
|
|
2020
Q4 | $57K | Hold |
2,000
| – | – | ﹤0.01% | 6123 |
|
|
2020
Q3 | $51K | Buy |
+2,000
| New | +$49.4K | ﹤0.01% | 5718 |
|
Other funds holding CHGX
Morgan Stanley's CHGX Position: Q2 2025 in Review
Morgan Stanley sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 6,016 shares — an estimated $222K sold.
Morgan Stanley first reported a position in CHGX in Q3 2020 and held it in 18 quarters. The position peaked at $222K in Q1 2025. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.
- Morgan Stanley reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
- Morgan Stanley sold 6,016 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $222K.
- Morgan Stanley first reported a position in AXS Change Finance ESG ETF in Q3 2020 and held it in 18 quarters.
- Morgan Stanley's AXS Change Finance ESG ETF position peaked at $222K in Q1 2025.
- 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.
Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.