Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Ethereum Trust ETF ETHA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$928K Sell
19,542
-6,702
-26% -$364K ﹤0.01% 1581
2025
Q4 		$1.77M Buy
26,244
+8,748
+50% +$686K ﹤0.01% 1200
2025
Q3 		$1.65M Buy
17,496
+5,891
+51% +$524K 0.01% 1173
2025
Q2 		$664K Buy
11,605
+4,948
+74% +$247K ﹤0.01% 1465
2025
Q1 		$276K Buy
6,657
+2,937
+79% +$176K ﹤0.01% 1722
2024
Q4 		$282K Buy
+3,720
New +$260K ﹤0.01% 1629

Other funds holding ETHA

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETHA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Ethereum Trust ETF (ETHA) stake by 26% in Q1 2026, selling an estimated $364K and leaving 19,542 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Carson Wealth (CWM LLC) first reported a position in ETHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q4 2025. 490 funds tracked by Wall St. Rank hold ETHA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,542 shares of iShares Ethereum Trust ETF worth $928K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,702 iShares Ethereum Trust ETF shares in Q1 2026, an estimated $364K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1581 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Ethereum Trust ETF position peaked at $1.77M in Q4 2025.
  • 490 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.