RMP
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Richards, Merrill & Peterson’s Ethan Allen Interiors ETD Stock Holding History

Richards, Merrill & Peterson’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
2026
Q1 		– Sell
-10,735
Closed -$245K – 288
2025
Q4 		$245K Sell
10,735
-3,175
-23% -$79.2K 0.09% 159
2025
Q3 		$410K Hold
13,910
– – 0.18% 120
2025
Q2 		$387K Buy
13,910
+275
+2% +$7.43K 0.18% 120
2025
Q1 		$378K Sell
13,635
-16,695
-55% -$475K 0.2% 108
2024
Q4 		$853K Buy
+30,330
New +$900K 0.45% 58

Other funds holding ETD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return