Sanctuary Advisors’s Essential 40 Stock ETF ESN Stock Holding History

Sanctuary Advisors’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	$68.8M	Buy	3,459,659 +169,840	+5%	+$3.23M	0.32%	62
2026 Q1	$57.6M	Sell	3,289,819 -12,891	-0.4%	-$231K	0.31%	61
2025 Q4	$56.7M	Buy	3,302,710 +60,156	+2%	+$1.03M	0.31%	62
2025 Q3	$55.3M	Buy	3,242,554 +176,628	+6%	+$2.9M	0.32%	56
2025 Q2	$49.2M	Buy	3,065,926 +288,548	+10%	+$4.4M	0.3%	61
2025 Q1	$42.6M	Sell	2,777,378 -7,371	-0.3%	-$114K	0.3%	68
2024 Q4	$43.5M	Buy	+2,784,749	New	+$42.7M	0.27%	71

Other funds holding ESN

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors's ESN Position: Q2 2026 in Review

Sanctuary Advisors increased its Essential 40 Stock ETF (ESN) stake by 5.2% in Q2 2026, buying an estimated $3.23M and bringing the position to 3,459,659 shares worth $68.8M. The position accounts for 0.32% of the portfolio, ranked #62.

Sanctuary Advisors 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.

Sanctuary Advisors held 3,459,659 shares of Essential 40 Stock ETF worth $68.8M as of Q2 2026.
Sanctuary Advisors bought 169,840 Essential 40 Stock ETF shares in Q2 2026, an estimated $3.23M.
Essential 40 Stock ETF made up 0.32% of Sanctuary Advisors's portfolio in Q2 2026, its #62 holding.
Sanctuary Advisors 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.