NW
ESN

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

NewEdge Wealth’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
2025
Q2 		– Sell
-16,751
Closed -$257K – 1043
2025
Q1 		$257K Hold
16,751
– – ﹤0.01% 808
2024
Q4 		$249K Buy
+16,751
New +$257K ﹤0.01% 814

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NewEdge Wealth's ESN Position: Q2 2025 in Review

NewEdge Wealth sold out of Essential 40 Stock ETF (ESN) in Q2 2025, closing a stake of 16,751 shares — an estimated $257K sold.

NewEdge Wealth first reported a position in ESN in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 13 funds tracked by Wall St. Rank hold ESN as of Q2 2025.

  • NewEdge Wealth reported no remaining Essential 40 Stock ETF position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 16,751 Essential 40 Stock ETF shares in Q2 2025, an estimated $257K.
  • NewEdge Wealth first reported a position in Essential 40 Stock ETF in Q4 2024 and held it in 2 quarters.
  • NewEdge Wealth's Essential 40 Stock ETF position peaked at $257K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.