AXS Change Finance ESG ETF (CHGX) Price, Holdings, & News

ETF Overview

The AXS Change Finance ESG ETF (CHGX) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an index of 100 US large-cap stocks that meet diverse environmental, social, and governance standards. CHGX was launched on Oct 10, 2017 and is managed by AXS Investments.

Key Stats

• Today's Range: $37.66 to $37.74
• 50-Day Range: $36.24 to $39.75
• 52-Week Range: $33.96 to $40.49
• Volume: 8,014 shs
• Average Volume: 8,178 shs
• Market Capitalization: $138.88 million
• Assets Under Management: $127.60 million
• Dividend Yield: 0.77%
• Net Expense Ratio: 0.76%
• Aggregate Rating: Moderate Buy

CHGX ETF - Frequently Asked Questions

How have CHGX shares performed this year?

AXS Change Finance ESG ETF's stock was trading at $37.97 at the start of the year. Since then, CHGX stock has decreased by 0.6% and is now trading at $37.74.
View the best growth stocks for 2025 here.

Who are AXS Change Finance ESG ETF's major shareholders?

AXS Change Finance ESG ETF's top institutional investors include Millstone Evans Group LLC (0.09%).

How do I buy shares of AXS Change Finance ESG ETF?

Shares of CHGX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of AXS Change Finance ESG ETF own?

Based on aggregate information from My MarketBeat watchlists, some other companies that AXS Change Finance ESG ETF investors own include iShares Micro-Cap ETF (IWC), The RMR Group (RMR), Waste Connections (WCN), DiamondRock Hospitality (DRH), AUO (AUOTY), American Water Works (AWK) and Triple Flag Precious Metals (TFPM).

Fund Details

• Issuer: AXS Investments
• Fund Name: AXS Change Finance ESG ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:CHGX
• Inception Date: 10/9/2017
• Fund Manager: Andrew Rodriguez
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
• Category: Strategy
• Focus: Theme
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 101

Fund Statistics

• Assets Under Management: $127.60 million
• Average Daily Volume: $10,842.60
• Discount/Premium: -0.02%

Administrator, Advisor and Custodian

• Administrator: UMB Fund Services, Inc., Mutual Fund Administration, LLC
• Advisor: AXS Investments LLC
• Custodian: Brown Brothers Harriman & Co.
• Distributor: IMST Distributors, LLC
• Transfer Agent: Brown Brothers Harriman & Co.
• Trustee: N/A
• Lead Market Maker: Latour Trading

Options

• Optionable: N/A
• Short Interest: 3,200 shs

Miscellaneous

• Outstanding Shares: 3,680,000
• Beta: 1.06
• Creation Unit: 25,000
• Creation Fee: $350.00