Vinva Investment Management’s Essential 40 Stock ETF ESN Stock Holding History

Vinva Investment 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	$108M	Buy	+618,308	New	+$11.8M	0.72%	28

Other funds holding ESN

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Vinva Investment Management's ESN Position: Q2 2026 in Review

Vinva Investment Management opened a new position in Essential 40 Stock ETF (ESN) in Q2 2026: 618,308 shares worth $108M. The stake represents 0.72% of the portfolio and ranks #28 among its holdings.

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

Vinva Investment Management held 618,308 shares of Essential 40 Stock ETF worth $108M as of Q2 2026.
Essential 40 Stock ETF was a new Vinva Investment Management position in Q2 2026.
Essential 40 Stock ETF made up 0.72% of Vinva Investment Management's portfolio in Q2 2026, its #28 holding.
25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.