Wells Fargo
CHGX

Wells Fargo’s AXS Change Finance ESG ETF CHGX Stock Holding History

Wells Fargo’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
Q1 		– Sell
-162
Closed -$6.22K – 6942
2024
Q4 		$6.15K Buy
+162
New +$6.34K ﹤0.01% 6028
2024
Q3 		– Hold
0
– – – 6769
2024
Q2 		– Hold
0
– – – 6739
2024
Q1 		– Sell
-1
Closed -$35 – 7399
2023
Q4 		$26 Buy
+1
New +$31 ﹤0.01% 7131
2023
Q3 		– Hold
0
– – – 7376
2023
Q2 		– Hold
0
– – – 7416
2023
Q1 		– Hold
0
– – – 7497
2022
Q4 		– Sell
-1
Closed -$27 – 7950
2022
Q3 		$0 Hold
1
– – ﹤0.01% 7942
2022
Q2 		$0 Buy
+1
New +$28 ﹤0.01% 8039
2020
Q4 		– Sell
-1
Closed -$27 – 7325
2020
Q3 		$0 Hold
1
– – ﹤0.01% 7214
2020
Q2 		$0 Hold
1
– – ﹤0.01% 7104
2020
Q1 		$0 Hold
1
– – ﹤0.01% 7112
2019
Q4 		$0 Buy
+1
New +$22 ﹤0.01% 6910

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Wells Fargo's CHGX Position: Q1 2025 in Review

Wells Fargo sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2025, closing a stake of 162 shares — an estimated $6.22K sold.

Wells Fargo first reported a position in CHGX in Q4 2019 and held it in 8 quarters. The position peaked at $6.15K in Q4 2024. 31 funds tracked by Wall St. Rank hold CHGX as of Q1 2025.

  • Wells Fargo reported no remaining AXS Change Finance ESG ETF position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 162 AXS Change Finance ESG ETF shares in Q1 2025, an estimated $6.22K.
  • Wells Fargo first reported a position in AXS Change Finance ESG ETF in Q4 2019 and held it in 8 quarters.
  • Wells Fargo's AXS Change Finance ESG ETF position peaked at $6.15K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.