KF
ESN

KKM Financial’s Essential 40 Stock ETF ESN Stock Holding History

KKM Financial’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
592,014
-718
-0.1% -$13.7K 1.61% 19
2026
Q1 		$10.2M Hold
592,732
– – 1.81% 11
2025
Q4 		$10.2M Buy
592,732
+1,694
+0.3% +$29.1K 1.81% 11
2025
Q3 		$10.1M Sell
591,038
-1,600
-0.3% -$26.3K 3.17% 3
2025
Q2 		$9.5M Buy
592,638
+100
+0% +$1.52K 3.31% 3
2025
Q1 		$9.09M Buy
592,538
+2,447
+0.4% +$37.7K 3.84% 1
2024
Q4 		$8.77M Buy
+590,091
New +$9.06M 3.66% 3

Other funds holding ESN

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KKM Financial's ESN Position: Q2 2026 in Review

KKM Financial reduced its Essential 40 Stock ETF (ESN) stake by 0.12% in Q2 2026, selling an estimated $13.7K and leaving 592,014 shares worth $11.8M. The position accounts for 1.61% of the portfolio, ranked #19.

KKM Financial first reported a position in ESN in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • KKM Financial held 592,014 shares of Essential 40 Stock ETF worth $11.8M as of Q2 2026.
  • KKM Financial sold 718 Essential 40 Stock ETF shares in Q2 2026, an estimated $13.7K.
  • Essential 40 Stock ETF made up 1.61% of KKM Financial's portfolio in Q2 2026, its #19 holding.
  • KKM Financial first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.