BWM
ETHA

BigSur Wealth Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

BigSur Wealth 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 		$157K Hold
13,237
– – 0.04% 161
2026
Q1 		$210K Hold
13,237
– – 0.06% 150
2025
Q4 		$297K Buy
13,237
+637
+5% +$16.7K 0.07% 138
2025
Q3 		$397K Buy
+12,600
New +$374K 0.1% 127

Other funds holding ETHA

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
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
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

BigSur Wealth Management's ETHA Position: Q2 2026 in Review

BigSur Wealth Management held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 13,237 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #161.

BigSur Wealth Management first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $397K in Q3 2025. 106 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • BigSur Wealth Management held 13,237 shares of iShares Ethereum Trust ETF worth $157K as of Q2 2026.
  • BigSur Wealth Management left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.04% of BigSur Wealth Management's portfolio in Q2 2026, its #161 holding.
  • BigSur Wealth Management first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • BigSur Wealth Management's iShares Ethereum Trust ETF position peaked at $397K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.