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TrueMark Investments’s Ethan Allen Interiors ETD Stock Holding History

TrueMark Investments’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
2025
Q1 		– Sell
-7,951
Closed -$224K – 218
2024
Q4 		$224K Sell
7,951
-6,443
-45% -$191K 0.07% 131
2024
Q3 		$459K Buy
+14,394
New +$435K 0.15% 128

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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

TrueMark Investments's ETD Position: Q1 2025 in Review

TrueMark Investments sold out of Ethan Allen Interiors (ETD) in Q1 2025, closing a stake of 7,951 shares — an estimated $224K sold.

TrueMark Investments first reported a position in ETD in Q3 2024 and held it in 2 quarters. The position peaked at $459K in Q3 2024. 205 funds tracked by Wall St. Rank hold ETD as of Q1 2025.

  • TrueMark Investments reported no remaining Ethan Allen Interiors position as of Q1 2025 after selling out during the quarter.
  • TrueMark Investments sold 7,951 Ethan Allen Interiors shares in Q1 2025, an estimated $224K.
  • TrueMark Investments first reported a position in Ethan Allen Interiors in Q3 2024 and held it in 2 quarters.
  • TrueMark Investments's Ethan Allen Interiors position peaked at $459K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2025.

Based on TrueMark Investments's 13F filing for Q1 2025, filed 22 Apr 2025.