AWA
ETD icon

Arete Wealth Advisors’s Ethan Allen Interiors ETD Stock Holding History

Arete Wealth Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,676
Closed -$221K – 439
2025
Q4 		$221K Hold
9,676
– – 0.01% 690
2025
Q3 		$285K Sell
9,676
-30
-0.3% -$886 0.02% 620
2025
Q2 		$270K Hold
9,706
– – 0.02% 596
2025
Q1 		$269K Hold
9,706
– – 0.02% 575
2024
Q4 		$272K Buy
9,706
+1,688
+21% +$50.1K 0.02% 592
2024
Q3 		$255K Sell
8,018
-76
-0.9% -$2.29K 0.02% 573
2024
Q2 		$223K Buy
+8,094
New +$240K 0.02% 627
2024
Q1 		– Sell
-8,506
Closed -$272K – 477
2023
Q4 		$272K Sell
8,506
-93
-1% -$2.67K 0.02% 583
2023
Q3 		$257K Buy
+8,599
New +$266K 0.04% 382

Other funds holding ETD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return