IFG
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Independent Financial Group’s Etsy ETSY Stock Holding History

Independent Financial Group’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
2023
Q1 		– Sell
-2,835
Closed -$340K – 847
2022
Q4 		$340K Buy
2,835
+354
+14% +$40.5K 0.03% 527
2022
Q3 		$248K Buy
+2,481
New +$253K 0.02% 595
2022
Q2 		– Sell
-2,719
Closed -$338K – 740
2022
Q1 		$338K Sell
2,719
-9,481
-78% -$1.41M 0.03% 557
2021
Q4 		$2.67M Sell
12,200
-894
-7% -$215K 0.22% 97
2021
Q3 		$2.72M Buy
13,094
+1,177
+10% +$239K 0.28% 78
2021
Q2 		$2.45M Buy
11,917
+1,672
+16% +$309K 0.26% 85
2021
Q1 		$2.07M Sell
10,245
-131
-1% -$27.4K 0.27% 91
2020
Q4 		$1.85M Buy
10,376
+3,960
+62% +$596K 0.27% 85
2020
Q3 		$780K Buy
6,416
+3,307
+106% +$387K 0.15% 159
2020
Q2 		$330K Buy
+3,109
New +$230K 0.07% 294

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return