Stance Sustainable Beta ETF
CHGX
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- Stance Sustainable Beta ETF (CHGX) is an exchange-traded fund that seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, providing investors with diversified equity exposure to approximately 100 large- and mid-cap U.S. companies selected based on 125 proprietary environmental, social, and governance (ESG) criteria, including positive impacts on land, water, air, biodiversity, people, and ethics, while excluding fossil fuel-related activities. The fund offers a core equity portfolio solution for environmentally and socially conscious investors targeting long-term growth through high-ESG-standard companies across sectors such as technology, healthcare, financials, and consumer discretionary; top holdings include Broadcom Inc., Advanced Micro Devices Inc., NVIDIA Corp., Arista Networks Inc., and Reddit Inc., with each security equally weighted to approximate broader U.S. large-cap sector allocations. CHGX maintains a gross expense ratio of 0.49%, trades on the Nasdaq Stock Market LLC under ticker CHGX with CUSIP 02072L151, and focuses exclusively on U.S.-listed equities for individual, family, endowment, and institutional clients. In April 2025, the fund underwent a significant reorganization when Empowered Funds, LLC d/b/a ETF Architect, as adviser, completed the acquisition of the assets of the predecessor AXS Change Finance ESG ETF—another series of Investment Managers Series Trust II—after market close on April 4, 2025, with the Stance Sustainable Beta ETF (formerly ticker STSB, a series of EA Series Trust) emerging as the accounting survivor and adopting the CHGX ticker, performance history, and financials effective April 7, 2025, on a conversion ratio of 1.55574011. This merger preserved substantially identical investment objectives, policies, portfolio management (led by Bill Davis and Kyle Balkissoon), and fees, while shifting primary listing to Nasdaq from NYSE Arca and retaining Change Finance as sub-adviser for ESG methodology. Launched in 2017 and headquartered in the greater Boston, Massachusetts area through Stance Capital, LLC—a registered investment adviser specializing in quantitative ESG asset management—the fund manages approximately $137 million in assets under management as of late 2025, with no reported recent partnerships, funding rounds, or additional product launches beyond the reorganization.