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

Cherry Tree 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 		– Sell
-601
Closed -$28.6K – 610
2026
Q1 		$28.6K Buy
+601
New +$32.6K 0.01% 317
2025
Q4 		– Sell
-231
Closed -$21.8K – 636
2025
Q3 		$21.8K Buy
+231
New +$20.6K ﹤0.01% 331

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Cherry Tree Wealth Management's ETHA Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 601 shares — an estimated $28.6K sold.

Cherry Tree Wealth Management first reported a position in ETHA in Q3 2025 and held it in 2 quarters. The position peaked at $28.6K in Q1 2026. 460 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Cherry Tree Wealth Management reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 601 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $28.6K.
  • Cherry Tree Wealth Management first reported a position in iShares Ethereum Trust ETF in Q3 2025 and held it in 2 quarters.
  • Cherry Tree Wealth Management's iShares Ethereum Trust ETF position peaked at $28.6K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.