BFIM
ETHA

Beese Fulmer Investment Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

Beese Fulmer Investment Management’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179K Buy
+15,031
New +$233K 0.01% 395
2026
Q1 		– Sell
-9,126
Closed -$205K – 481
2025
Q4 		$205K Buy
9,126
+100
+1% +$2.62K 0.01% 382
2025
Q3 		$284K Buy
+9,026
New +$268K 0.02% 243

Other funds holding ETHA

PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Beese Fulmer Investment Management's ETHA Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in iShares Ethereum Trust ETF (ETHA) in Q2 2026: 15,031 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in ETHA as recently as Q4 2025.

Beese Fulmer Investment Management first reported a position in ETHA in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q3 2025. 164 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Beese Fulmer Investment Management held 15,031 shares of iShares Ethereum Trust ETF worth $179K as of Q2 2026.
  • iShares Ethereum Trust ETF was a new Beese Fulmer Investment Management position in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #395 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's iShares Ethereum Trust ETF position peaked at $284K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.