Heartwood Wealth Advisors’s Etsy ETSY Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-32	Closed	-$2.12K	–	339
2025 Q3	$2.12K	Buy	+32	New	+$1.91K	﹤0.01%	492

Other funds holding ETSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Heartwood Wealth Advisors's ETSY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Etsy (ETSY) in Q4 2025, closing a stake of 32 shares — an estimated $2.12K sold.

Heartwood Wealth Advisors first reported a position in ETSY in Q3 2025 and held it in 1 quarter. The position peaked at $2.12K in Q3 2025. 527 funds tracked by Wall St. Rank hold ETSY as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Etsy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 32 Etsy shares in Q4 2025, an estimated $2.12K.
Heartwood Wealth Advisors first reported a position in Etsy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Etsy position peaked at $2.12K in Q3 2025.
527 funds tracked by Wall St. Rank held Etsy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.