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Laird Norton Wetherby Wealth Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$994K Hold
36,394
– – 0.04% 381
2025
Q2 		$949K Buy
+36,394
New +$881K 0.04% 376

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CHGX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its AXS Change Finance ESG ETF (CHGX) position steady in Q3 2025 at 36,394 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #381.

Laird Norton Wetherby Wealth Management first reported a position in CHGX in Q2 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CHGX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 36,394 shares of AXS Change Finance ESG ETF worth $994K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its AXS Change Finance ESG ETF share count unchanged in Q3 2025.
  • AXS Change Finance ESG ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #381 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.