NewEdge Wealth’s Essential 40 Stock ETF ESN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,751
Closed -$257K 1040
2025
Q1
$257K Hold
16,751
﹤0.01% 808
2024
Q4
$249K Buy
+16,751
New +$249K ﹤0.01% 814