EWA
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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
Q2 		$29.6K Buy
1,327
+1,205
+988% +$25.6K ﹤0.01% 2154
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 – 2009
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

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's ETD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ethan Allen Interiors (ETD) stake by 988% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,327 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

EverSource Wealth Advisors first reported a position in ETD in Q4 2021 and has held it in 18 quarters since. 217 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • EverSource Wealth Advisors held 1,327 shares of Ethan Allen Interiors worth $29.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,205 Ethan Allen Interiors shares in Q2 2026, an estimated $25.6K.
  • Ethan Allen Interiors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2154 holding.
  • EverSource Wealth Advisors first reported a position in Ethan Allen Interiors in Q4 2021 and has held it in 18 quarters since.
  • 217 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.