Creative Planning
ETD icon

Creative Planning’s Ethan Allen Interiors ETD Stock Holding History

Creative Planning’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 		$3.42M Buy
153,603
+108,237
+239% +$2.52M ﹤0.01% 1473
2025
Q4 		$1.04M Buy
45,366
+31,826
+235% +$794K ﹤0.01% 2249
2025
Q3 		$399K Buy
+13,540
New +$400K ﹤0.01% 2927
2025
Q1 		– Sell
-32
Closed -$900 – 3543
2024
Q4 		$900 Buy
+32
New +$949 ﹤0.01% 3537
2017
Q2 		– Sell
-144
Closed -$4K – 4665
2017
Q1 		$4K Buy
144
+2
+1% +$61 ﹤0.01% 4043
2016
Q4 		$5K Sell
142
-802
-85% -$26.8K ﹤0.01% 3945
2016
Q3 		$30K Buy
944
+802
+565% +$27.2K ﹤0.01% 2731
2016
Q2 		$5K Buy
142
+100
+238% +$3.23K ﹤0.01% 3633
2016
Q1 		$1K Sell
42
-10
-19% -$279 ﹤0.01% 4104
2015
Q4 		$1K Buy
+52
New +$1.45K ﹤0.01% 4197

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