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Mount Yale Investment Advisors’s Etsy ETSY Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-705
Closed -$35.4K – 954
2025
Q2 		$35.4K Buy
+705
New +$35.1K ﹤0.01% 911
2022
Q3 		– Sell
-6,150
Closed -$450K – 456
2022
Q2 		$450K Buy
6,150
+10
+0.2% +$913 0.06% 300
2022
Q1 		$763K Buy
6,140
+1,066
+21% +$158K 0.08% 238
2021
Q4 		$1.11M Sell
5,074
-537
-10% -$129K 0.12% 190
2021
Q3 		$1.17M Sell
5,611
-24
-0.4% -$4.87K 0.13% 173
2021
Q2 		$1.16M Sell
5,635
-146
-3% -$27K 0.14% 154
2021
Q1 		$1.17M Sell
5,781
-2,870
-33% -$601K 0.15% 140
2020
Q4 		$1.54M Sell
8,651
-586
-6% -$88.1K 0.22% 105
2020
Q3 		$1.12M Sell
9,237
-486
-5% -$56.9K 0.18% 139
2020
Q2 		$1.03M Sell
9,723
-1,301
-12% -$96.2K 0.19% 125
2020
Q1 		$424K Buy
11,024
+1,096
+11% +$53.5K 0.1% 206
2019
Q4 		$485K Buy
9,928
+739
+8% +$35.2K 0.08% 203
2019
Q3 		$375K Buy
9,189
+99
+1% +$5.82K 0.07% 237
2019
Q2 		$510K Sell
9,090
-2,248
-20% -$147K 0.09% 180
2019
Q1 		$762K Sell
11,338
-63
-0.6% -$3.76K 0.14% 126
2018
Q4 		$606K Sell
11,401
-667
-6% -$31.4K 0.12% 146
2018
Q3 		$604K Buy
12,068
+9,653
+400% +$444K 0.11% 152
2018
Q2 		$102K Buy
+2,415
New +$78.6K 0.02% 451

Other funds holding ETSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Barclays
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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return