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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
2025
Q4 		– Sell
-9,676
Closed -$285K – 482
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arete Wealth Advisors's ETD Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Ethan Allen Interiors (ETD) in Q4 2025, closing a stake of 9,676 shares — an estimated $285K sold.

Arete Wealth Advisors first reported a position in ETD in Q3 2023 and held it in 8 quarters. The position peaked at $285K in Q3 2025. 203 funds tracked by Wall St. Rank hold ETD as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Ethan Allen Interiors position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 9,676 Ethan Allen Interiors shares in Q4 2025, an estimated $285K.
  • Arete Wealth Advisors first reported a position in Ethan Allen Interiors in Q3 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Ethan Allen Interiors position peaked at $285K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.