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

World Investment 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
2026
Q2 		$5.55M Hold
206,809
– – 0.09% 237
2026
Q1 		$5.55M Hold
206,809
– – 0.09% 237
2025
Q4 		$5.62M Sell
206,809
-340
-0.2% -$9.31K 0.09% 237
2025
Q3 		$5.66M Hold
207,149
– – 0.12% 197
2025
Q2 		$5.4M Buy
+207,149
New +$5.01M 0.12% 189

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Investment Advisors's CHGX Position: Q2 2026 in Review

World Investment Advisors held its AXS Change Finance ESG ETF (CHGX) position steady in Q2 2026 at 206,809 shares worth $5.55M. The position accounts for 0.09% of the portfolio, ranked #237.

World Investment Advisors first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.66M in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • World Investment Advisors held 206,809 shares of AXS Change Finance ESG ETF worth $5.55M as of Q2 2026.
  • World Investment Advisors left its AXS Change Finance ESG ETF share count unchanged in Q2 2026.
  • AXS Change Finance ESG ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • World Investment Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's AXS Change Finance ESG ETF position peaked at $5.66M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.