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Marshall Investment Management’s Ethan Allen Interiors ETD Stock Holding History

Marshall Investment Management’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
Q2 		– Sell
-576
Closed -$15.9K – 77
2025
Q1 		$15.9K Buy
+576
New +$16.4K 0.01% 148

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Investment Management's ETD Position: Q2 2025 in Review

Marshall Investment Management sold out of Ethan Allen Interiors (ETD) in Q2 2025, closing a stake of 576 shares — an estimated $15.9K sold.

Marshall Investment Management first reported a position in ETD in Q1 2025 and held it in 1 quarter. The position peaked at $15.9K in Q1 2025. 209 funds tracked by Wall St. Rank hold ETD as of Q2 2025.

  • Marshall Investment Management reported no remaining Ethan Allen Interiors position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 576 Ethan Allen Interiors shares in Q2 2025, an estimated $15.9K.
  • Marshall Investment Management first reported a position in Ethan Allen Interiors in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Ethan Allen Interiors position peaked at $15.9K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.