Richards, Merrill & Peterson’s AXS Change Finance ESG ETF CHGX Stock Holding History

Richards, Merrill & Peterson’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	-770	Closed	-$28.4K	–	500
2025 Q1	$28.4K	Hold	770	–	–	0.01%	311
2024 Q4	$29.2K	Buy	+770	New	+$30.1K	0.02%	300

Other funds holding CHGX

CCM

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

Richards, Merrill & Peterson's CHGX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 770 shares — an estimated $28.4K sold.

Richards, Merrill & Peterson first reported a position in CHGX in Q4 2024 and held it in 2 quarters. The position peaked at $29.2K in Q4 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Richards, Merrill & Peterson reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Richards, Merrill & Peterson sold 770 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $28.4K.
Richards, Merrill & Peterson first reported a position in AXS Change Finance ESG ETF in Q4 2024 and held it in 2 quarters.
Richards, Merrill & Peterson's AXS Change Finance ESG ETF position peaked at $29.2K in Q4 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.