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Mowery & Schoenfeld Wealth Management’s Etsy ETSY Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-19
Closed -$1K – 495
2024
Q4 		$1K Buy
+19
New +$1.01K ﹤0.01% 449

Other funds holding ETSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ETSY Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Etsy (ETSY) in Q1 2025, closing a stake of 19 shares — an estimated $1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ETSY in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 501 funds tracked by Wall St. Rank hold ETSY as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Etsy position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 19 Etsy shares in Q1 2025, an estimated $1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Etsy in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Etsy position peaked at $1K in Q4 2024.
  • 501 funds tracked by Wall St. Rank held Etsy as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.