Natural Investments’s AXS Change Finance ESG ETF CHGX Stock Holding History

Natural Investments’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	-90,511	Closed	-$3.33M	–	272
2025 Q1	$3.33M	Buy	90,511 +1,641	+2%	+$63K	0.94%	22
2024 Q4	$3.37M	Buy	+88,870	New	+$3.48M	0.93%	20

Other funds holding CHGX

CCM

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

Natural Investments's CHGX Position: Q2 2025 in Review

Natural Investments sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 90,511 shares — an estimated $3.33M sold.

Natural Investments first reported a position in CHGX in Q4 2024 and held it in 2 quarters. The position peaked at $3.37M in Q4 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Natural Investments reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Natural Investments sold 90,511 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $3.33M.
Natural Investments first reported a position in AXS Change Finance ESG ETF in Q4 2024 and held it in 2 quarters.
Natural Investments's AXS Change Finance ESG ETF position peaked at $3.37M in Q4 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Natural Investments's 13F filing for Q2 2025, filed 25 Jul 2025.