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Total Wealth Planning & Management’s Ethan Allen Interiors ETD Stock Holding History

Total Wealth Planning & 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
2026
Q1 		– Sell
-13,227
Closed -$302K – 220
2025
Q4 		$302K Buy
+13,227
New +$330K 0.22% 157
2025
Q2 		$414K Buy
14,863
+1,202
+9% +$32.5K 0.34% 106
2025
Q1 		$378K Sell
13,661
-587
-4% -$16.7K 0.36% 97
2024
Q4 		$401K Buy
+14,248
New +$423K 0.36% 84

Other funds holding ETD

BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return

Total Wealth Planning & Management's ETD Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Ethan Allen Interiors (ETD) in Q1 2026, closing a stake of 13,227 shares — an estimated $302K sold.

Total Wealth Planning & Management first reported a position in ETD in Q4 2024 and held it in 4 quarters. The position peaked at $414K in Q2 2025. 208 funds tracked by Wall St. Rank hold ETD as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Ethan Allen Interiors position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 13,227 Ethan Allen Interiors shares in Q1 2026, an estimated $302K.
  • Total Wealth Planning & Management first reported a position in Ethan Allen Interiors in Q4 2024 and held it in 4 quarters.
  • Total Wealth Planning & Management's Ethan Allen Interiors position peaked at $414K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.