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EWA
EverSource Wealth Advisors’s
Ethan Allen Interiors
ETD
Stock Holding History
EverSource 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
$2.71K
Sell
122
-85
-41%
-$1.98K
﹤0.01%
3527
2025
Q4
$4.73K
Sell
207
-252
-55%
-$6.29K
﹤0.01%
3147
2025
Q3
$13.5K
Buy
459
+201
+78%
+$5.93K
﹤0.01%
2641
2025
Q2
$7.19K
Buy
258
+202
+361%
+$5.46K
﹤0.01%
2994
2025
Q1
$1.55K
Sell
56
-10
-15%
-$285
﹤0.01%
3050
2024
Q4
$1.86K
Buy
66
+32
+94%
+$949
﹤0.01%
2743
2024
Q3
$1.08K
Hold
34
–
–
﹤0.01%
2707
2024
Q2
$1.05K
Hold
34
–
–
﹤0.01%
2735
2024
Q1
$960
Hold
34
–
–
﹤0.01%
2597
2023
Q4
$1.08K
Sell
34
-9
-21%
-$258
﹤0.01%
2376
2023
Q3
$1.29K
Hold
43
–
–
﹤0.01%
2131
2023
Q2
$1.22K
Hold
43
–
–
﹤0.01%
2157
2023
Q1
$1.18K
Hold
43
–
–
﹤0.01%
2074
2022
Q4
$1.14K
Buy
+43
New
+$1.11K
﹤0.01%
2052
2022
Q3
–
Sell
-50
Closed
-$1K
–
2010
2022
Q2
$1K
Sell
50
-277
-85%
-$6.54K
﹤0.01%
1628
2022
Q1
$8K
Buy
327
+157
+92%
+$4.04K
﹤0.01%
1065
2021
Q4
$4K
Buy
+170
New
+$4.15K
﹤0.01%
1324
Other funds holding ETD
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30.48%
1-Year Est. Return
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30.42%
1-Year Est. Return
VCM
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$4.04T AUM
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
RA
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New York
$10.1B AUM
42.88%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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