TWD
ETD icon

True Wealth Design’s Ethan Allen Interiors ETD Stock Holding History

True Wealth Design’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 		$824 Buy
37
+26
+236% +$604 ﹤0.01% 1875
2025
Q4 		$252 Sell
11
-11
-50% -$274 ﹤0.01% 2167
2025
Q3 		$649 Buy
22
+4
+22% +$118 ﹤0.01% 1921
2025
Q2 		$502 Sell
18
-185
-91% -$5K ﹤0.01% 1743
2025
Q1 		$5.62K Sell
203
-84
-29% -$2.39K ﹤0.01% 651
2024
Q4 		$8.07K Buy
+287
New +$8.51K ﹤0.01% 454

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