Cerity Partners
ETHA

Cerity Partners’s iShares Ethereum Trust ETF ETHA Stock Holding History

Cerity Partners’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 		$18.3M Sell
1,538,231
-84,573
-5% -$1.31M 0.02% 515
2026
Q1 		$25.7M Sell
1,622,804
-636,759
-28% -$11.5M 0.04% 367
2025
Q4 		$50.7M Buy
2,259,563
+1,249,941
+124% +$32.7M 0.07% 232
2025
Q3 		$31.8M Buy
1,009,622
+226,614
+29% +$6.72M 0.05% 281
2025
Q2 		$14.9M Buy
783,008
+426,615
+120% +$7.09M 0.03% 421
2025
Q1 		$4.93M Buy
356,393
+307,162
+624% +$6.12M 0.01% 742
2024
Q4 		$1.25M Buy
+49,231
New +$1.15M ﹤0.01% 1321

Other funds holding ETHA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners's ETHA Position: Q2 2026 in Review

Cerity Partners reduced its iShares Ethereum Trust ETF (ETHA) stake by 5.2% in Q2 2026, selling an estimated $1.31M and leaving 1,538,231 shares worth $18.3M. The position accounts for 0.02% of the portfolio, ranked #515.

Cerity Partners first reported a position in ETHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.7M in Q4 2025. 404 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Cerity Partners held 1,538,231 shares of iShares Ethereum Trust ETF worth $18.3M as of Q2 2026.
  • Cerity Partners sold 84,573 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $1.31M.
  • iShares Ethereum Trust ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #515 holding.
  • Cerity Partners first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Cerity Partners's iShares Ethereum Trust ETF position peaked at $50.7M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.