Mowery & Schoenfeld Wealth Management’s Essential 40 Stock ETF ESN Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$1.37M	Buy	+68,840	New	+$1.31M	1.87%	13

Other funds holding ESN

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ESN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Essential 40 Stock ETF (ESN) in Q2 2026: 68,840 shares worth $1.37M. The stake represents 1.87% of the portfolio and ranks #13 among its holdings.

14 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 68,840 shares of Essential 40 Stock ETF worth $1.37M as of Q2 2026.
Essential 40 Stock ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
Essential 40 Stock ETF made up 1.87% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #13 holding.
14 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.