Independent Advisor Alliance’s Etsy ETSY Stock Holding History

Independent Advisor Alliance’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
2024 Q2	–	Sell	-6,104	Closed	-$419K	–	718
2024 Q1	$419K	Buy	6,104 +319	+6%	+$22.9K	0.02%	492
2023 Q4	$469K	Sell	5,785 -221	-4%	-$15.8K	0.02%	451
2023 Q3	$388K	Sell	6,006 -194	-3%	-$15.3K	0.02%	463
2023 Q2	$525K	Sell	6,200 -351	-5%	-$33.1K	0.02%	417
2023 Q1	$729K	Buy	+6,551	New	+$812K	0.04%	341
2022 Q4	–	Sell	-6,110	Closed	-$612K	–	492
2022 Q3	$612K	Sell	6,110 -694	-10%	-$70.8K	0.04%	326
2022 Q2	$498K	Buy	6,804 +46	+0.7%	+$4.2K	0.03%	368
2022 Q1	$840K	Buy	6,758 +713	+12%	+$106K	0.04%	305
2021 Q4	$1.32M	Buy	6,045 +76	+1%	+$18.3K	0.07%	233
2021 Q3	$1.24M	Buy	5,969 +261	+5%	+$52.9K	0.07%	230
2021 Q2	$1.18M	Buy	5,708 +178	+3%	+$32.9K	0.06%	244
2021 Q1	$1.11M	Buy	5,530 +61	+1%	+$12.8K	0.07%	239
2020 Q4	$973K	Buy	5,469 +918	+20%	+$138K	0.07%	218
2020 Q3	$554K	Sell	4,551 -474	-9%	-$55.5K	0.04%	264
2020 Q2	$534K	Buy	+5,025	New	+$372K	0.06%	259

Other funds holding ETSY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return