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Clune & Associates’s iShares Ethereum Trust ETF ETHA Stock Holding History

Clune & Associates’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
Q3 		$257K Hold
4,264
– – 0.04% 143
2026
Q2 		$152K Hold
4,264
– – 0.02% 169
2026
Q1 		$202K Buy
+4,264
New +$231K 0.04% 161

Other funds holding ETHA

Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
LCM Capital Management
LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return

Clune & Associates's ETHA Position: Q3 2026 in Review

Clune & Associates held its iShares Ethereum Trust ETF (ETHA) position steady in Q3 2026 at 4,264 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #143.

Clune & Associates first reported a position in ETHA in Q1 2026 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • Clune & Associates held 4,264 shares of iShares Ethereum Trust ETF worth $257K as of Q3 2026.
  • Clune & Associates left its iShares Ethereum Trust ETF share count unchanged in Q3 2026.
  • iShares Ethereum Trust ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #143 holding.
  • Clune & Associates first reported a position in iShares Ethereum Trust ETF in Q1 2026 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.