Westfuller Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

Westfuller Advisors’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	-83,583	Closed	-$3.08M	–	115
2025 Q1	$3.08M	Buy	83,583 +368	+0.4%	+$14.1K	2.06%	12
2024 Q4	$3.16M	Sell	83,215 -6,115	-7%	-$239K	2.01%	14
2024 Q3	$3.44M	Buy	+89,330	New	+$3.29M	2.47%	10
2024 Q1	$2.88M	Buy	+78,398	New	+$2.73M	3.45%	8

Other funds holding CHGX

CCM

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

Westfuller Advisors's CHGX Position: Q2 2025 in Review

Westfuller Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 83,583 shares — an estimated $3.08M sold.

Westfuller Advisors first reported a position in CHGX in Q1 2024 and held it in 4 quarters. The position peaked at $3.44M in Q3 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Westfuller Advisors reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Westfuller Advisors sold 83,583 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $3.08M.
Westfuller Advisors first reported a position in AXS Change Finance ESG ETF in Q1 2024 and held it in 4 quarters.
Westfuller Advisors's AXS Change Finance ESG ETF position peaked at $3.44M in Q3 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Westfuller Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.