Legacy Financial Group (Iowa)
ESN

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

Legacy Financial Group (Iowa)’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 		$45.2M Buy
2,274,028
+374,816
+20% +$7.13M 5.09% 5
2026
Q1 		$33.3M Buy
1,899,212
+7,591
+0.4% +$136K 4.18% 6
2025
Q4 		$34.4M Buy
1,891,621
+59,758
+3% +$1.03M 4.25% 6
2025
Q3 		$31.3M Buy
1,831,863
+81,302
+5% +$1.34M 4.09% 6
2025
Q2 		$28.1M Buy
1,750,561
+1,627,189
+1,319% +$24.8M 3.92% 6
2025
Q1 		$1.89M Sell
123,372
-1,467
-1% -$22.6K 0.29% 43
2024
Q4 		$1.86M Buy
+124,839
New +$1.92M 0.3% 41

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
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
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 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

Legacy Financial Group (Iowa)'s ESN Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Essential 40 Stock ETF (ESN) stake by 20% in Q2 2026, buying an estimated $7.13M and bringing the position to 2,274,028 shares worth $45.2M. The position accounts for 5.09% of the portfolio, ranked #5.

Legacy Financial Group (Iowa) 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.

  • Legacy Financial Group (Iowa) held 2,274,028 shares of Essential 40 Stock ETF worth $45.2M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 374,816 Essential 40 Stock ETF shares in Q2 2026, an estimated $7.13M.
  • Essential 40 Stock ETF made up 5.09% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #5 holding.
  • Legacy Financial Group (Iowa) 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 Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.