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
2025 Q2	–	Sell	-133,167	Closed	-$4.9M	–	1208
2025 Q1	$4.9M	Hold	133,167	–	–	0.13%	189
2024 Q4	$5.06M	Hold	133,167	–	–	0.14%	172
2024 Q3	$5.13M	Buy	+133,167	New	+$4.91M	0.16%	154

Other funds holding CHGX

CCM

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

World Investment Advisors's CHGX Position: Q2 2025 in Review

World Investment Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 133,167 shares — an estimated $4.9M sold.

World Investment Advisors first reported a position in CHGX in Q3 2024 and held it in 3 quarters. The position peaked at $5.13M in Q3 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

World Investment Advisors reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
World Investment Advisors sold 133,167 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $4.9M.
World Investment Advisors first reported a position in AXS Change Finance ESG ETF in Q3 2024 and held it in 3 quarters.
World Investment Advisors's AXS Change Finance ESG ETF position peaked at $5.13M in Q3 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.