Legacy Financial Group (Iowa)
ESN

Legacy Financial Group (Iowa)’s Essential 40 Stock ETF ESN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.1M Buy
1,750,561
+1,627,189
+1,319% +$26.1M 3.92% 6
2025
Q1
$1.89M Sell
123,372
-1,467
-1% -$22.5K 0.29% 43
2024
Q4
$1.86M Buy
+124,839
New +$1.86M 0.3% 41