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Juncture Wealth Strategies’s Ethan Allen Interiors ETD Stock Holding History

Juncture Wealth Strategies’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
2025
Q4 		– Sell
-12,500
Closed -$368K – 136
2025
Q3 		$368K Buy
+12,500
New +$369K 0.12% 91
2024
Q1 		– Sell
-13,100
Closed -$418K – 114
2023
Q4 		$418K Sell
13,100
-600
-4% -$17.2K 0.19% 82
2023
Q3 		$410K Buy
13,700
+300
+2% +$9.28K 0.2% 90
2023
Q2 		$379K Buy
13,400
+1,700
+15% +$46.2K 0.18% 96
2023
Q1 		$321K Buy
+11,700
New +$332K 0.16% 96

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Juncture Wealth Strategies's ETD Position: Q4 2025 in Review

Juncture Wealth Strategies sold out of Ethan Allen Interiors (ETD) in Q4 2025, closing a stake of 12,500 shares — an estimated $368K sold.

Juncture Wealth Strategies first reported a position in ETD in Q1 2023 and held it in 5 quarters. The position peaked at $418K in Q4 2023. 204 funds tracked by Wall St. Rank hold ETD as of Q4 2025.

  • Juncture Wealth Strategies reported no remaining Ethan Allen Interiors position as of Q4 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 12,500 Ethan Allen Interiors shares in Q4 2025, an estimated $368K.
  • Juncture Wealth Strategies first reported a position in Ethan Allen Interiors in Q1 2023 and held it in 5 quarters.
  • Juncture Wealth Strategies's Ethan Allen Interiors position peaked at $418K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2025.

Based on Juncture Wealth Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.