EWM
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Edge Wealth Management’s Etsy ETSY Stock Holding History

Edge Wealth Management’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-25
Closed -$5K – 224
2021
Q4 		$5K Hold
25
– – ﹤0.01% 335
2021
Q3 		$5K Hold
25
– – ﹤0.01% 346
2021
Q2 		$5K Hold
25
– – ﹤0.01% 343
2021
Q1 		$5K Buy
+25
New +$5.23K ﹤0.01% 335
2017
Q4 		– Sell
-250
Closed -$4K – 547
2017
Q3 		$4K Hold
250
– – ﹤0.01% 450
2017
Q2 		$4K Hold
250
– – ﹤0.01% 445
2017
Q1 		$3K Hold
250
– – ﹤0.01% 435
2016
Q4 		$3K Hold
250
– – ﹤0.01% 415
2016
Q3 		$4K Hold
250
– – ﹤0.01% 399
2016
Q2 		$2K Hold
250
– – ﹤0.01% 405
2016
Q1 		$2K Hold
250
– – ﹤0.01% 379
2015
Q4 		$2K Hold
250
– – ﹤0.01% 392
2015
Q3 		$3K Hold
250
– – ﹤0.01% 373
2015
Q2 		$4K Buy
+250
New +$4.81K ﹤0.01% 356

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return