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Laird Norton Wetherby Trust Company’s AXS Change Finance ESG ETF CHGX Stock Holding History

Laird Norton Wetherby Trust Company’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
Q1 		$400K Sell
14,925
-21,469
-59% -$596K 0.01% 767
2025
Q4 		$989K Buy
+36,394
New +$996K 0.02% 500

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laird Norton Wetherby Trust Company's CHGX Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its AXS Change Finance ESG ETF (CHGX) stake by 59% in Q1 2026, selling an estimated $596K and leaving 14,925 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #767.

Laird Norton Wetherby Trust Company first reported a position in CHGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $989K in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 14,925 shares of AXS Change Finance ESG ETF worth $400K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 21,469 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $596K.
  • AXS Change Finance ESG ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #767 holding.
  • Laird Norton Wetherby Trust Company first reported a position in AXS Change Finance ESG ETF in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's AXS Change Finance ESG ETF position peaked at $989K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.