LNWWM
CHGX

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
2024
Q4 		$364K Hold
9,594
– – 0.02% 638
2024
Q3 		$369K Hold
9,594
– – 0.02% 661
2024
Q2 		$347K Hold
9,594
– – 0.02% 661
2024
Q1 		$352K Hold
9,594
– – 0.02% 687
2023
Q4 		$319K Hold
9,594
– – 0.02% 702
2023
Q3 		$284K Hold
9,594
– – 0.02% 700
2023
Q2 		$300K Hold
9,594
– – 0.02% 714
2023
Q1 		$277K Hold
9,594
– – 0.02% 733
2022
Q4 		$260K Hold
9,594
– – 0.02% 733
2022
Q3 		$238K Hold
9,594
– – 0.02% 745
2022
Q2 		$251K Sell
9,594
-13,800
-59% -$392K 0.02% 742
2022
Q1 		$734K Hold
23,394
– – 0.04% 393
2021
Q4 		$820K Hold
23,394
– – 0.05% 363
2021
Q3 		$761K Hold
23,394
– – 0.05% 371
2021
Q2 		$771K Buy
23,394
+13,800
+144% +$439K 0.05% 373
2021
Q1 		$289K Sell
9,594
-13,800
-59% -$408K 0.02% 614
2020
Q4 		$672K Buy
23,394
+13,800
+144% +$377K 0.05% 371
2020
Q3 		$245K Buy
+9,594
New +$237K 0.02% 585
2020
Q1 		– Sell
-13,800
Closed -$321K – 762
2019
Q4 		$321K Hold
13,800
– – 0.03% 524
2019
Q3 		$300K Hold
13,800
– – 0.03% 551
2019
Q2 		$297K Hold
13,800
– – 0.03% 539
2019
Q1 		$283K Hold
13,800
– – 0.04% 532
2018
Q4 		$244K Hold
13,800
– – 0.03% 528
2018
Q3 		$283K Buy
+13,800
New +$278K 0.04% 512
2018
Q2 		– Sell
-13,800
Closed -$258K – 669
2018
Q1 		$258K Buy
+13,800
New +$265K 0.04% 522

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CHGX Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management held its AXS Change Finance ESG ETF (CHGX) position steady in Q4 2024 at 9,594 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #638.

Laird Norton Wetherby Wealth Management first reported a position in CHGX in Q1 2018 and has held it in 25 quarters since. The position peaked at $820K in Q4 2021. 36 funds tracked by Wall St. Rank hold CHGX as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 9,594 shares of AXS Change Finance ESG ETF worth $364K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management left its AXS Change Finance ESG ETF share count unchanged in Q4 2024.
  • AXS Change Finance ESG ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #638 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in AXS Change Finance ESG ETF in Q1 2018 and has held it in 25 quarters since.
  • Laird Norton Wetherby Wealth Management's AXS Change Finance ESG ETF position peaked at $820K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.