Carson Wealth (CWM LLC)
ETD icon

Carson Wealth (CWM LLC)’s Ethan Allen Interiors ETD Stock Holding History

Carson Wealth (CWM LLC)’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 		$93.9K Buy
4,218
+251
+6% +$5.83K ﹤0.01% 3331
2025
Q4 		$91K Sell
3,967
-269
-6% -$6.71K ﹤0.01% 3135
2025
Q3 		$125K Buy
4,236
+3,374
+391% +$99.6K ﹤0.01% 2802
2025
Q2 		$24K Sell
862
-288
-25% -$7.78K ﹤0.01% 3795
2025
Q1 		$32K Buy
1,150
+281
+32% +$8K ﹤0.01% 3330
2024
Q4 		$24K Buy
869
+284
+49% +$8.42K ﹤0.01% 3310
2024
Q3 		$19K Buy
585
+233
+66% +$7.03K ﹤0.01% 3385
2024
Q2 		$10K Sell
352
-41
-10% -$1.22K ﹤0.01% 3533
2024
Q1 		$14K Buy
393
+86
+28% +$2.69K ﹤0.01% 3130
2023
Q4 		$10K Buy
307
+245
+395% +$7.03K ﹤0.01% 3169
2023
Q3 		$2K Hold
62
– – ﹤0.01% 3790
2023
Q2 		$2K Sell
62
-200
-76% -$5.43K ﹤0.01% 3785
2023
Q1 		$7K Hold
262
– – ﹤0.01% 3134
2022
Q4 		$7K Buy
262
+30
+13% +$774 ﹤0.01% 2994
2022
Q3 		$5K Buy
232
+32
+16% +$747 ﹤0.01% 3056
2022
Q2 		$4K Sell
200
-258
-56% -$6.1K ﹤0.01% 3072
2022
Q1 		$12K Buy
458
+19
+4% +$489 ﹤0.01% 2369
2021
Q4 		$12K Buy
+439
New +$10.7K ﹤0.01% 2237
2021
Q2 		$6K Hold
200
– – ﹤0.01% 2289
2021
Q1 		$6K Hold
200
– – ﹤0.01% 2289
2020
Q4 		$6K Hold
200
– – ﹤0.01% 2289
2020
Q3 		$6K Hold
200
– – ﹤0.01% 2289
2020
Q2 		$6K Hold
200
– – ﹤0.01% 2289
2020
Q1 		$6K Hold
200
– – ﹤0.01% 2289
2019
Q4 		$6K Hold
200
– – ﹤0.01% 2289
2019
Q3 		$6K Hold
200
– – ﹤0.01% 2289
2019
Q2 		$6K Hold
200
– – ﹤0.01% 2289
2019
Q1 		$6K Buy
+200
New +$3.82K ﹤0.01% 2289

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ethan Allen Interiors (ETD) stake by 6.3% in Q1 2026, buying an estimated $5.83K and bringing the position to 4,218 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

Carson Wealth (CWM LLC) first reported a position in ETD in Q1 2019 and has held it in 28 quarters since. The position peaked at $125K in Q3 2025. 208 funds tracked by Wall St. Rank hold ETD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,218 shares of Ethan Allen Interiors worth $93.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 251 Ethan Allen Interiors shares in Q1 2026, an estimated $5.83K.
  • Ethan Allen Interiors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3331 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ethan Allen Interiors in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Ethan Allen Interiors position peaked at $125K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.