CFM
ETHA

Compass Financial Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

Compass Financial 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 		$528K Buy
+44,425
New +$690K 0.06% 268

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
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
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Compass Financial Management's ETHA Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Ethereum Trust ETF (ETHA) in Q2 2026: 44,425 shares worth $528K. The stake represents 0.06% of the portfolio and ranks #268 among its holdings.

422 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Compass Financial Management held 44,425 shares of iShares Ethereum Trust ETF worth $528K as of Q2 2026.
  • iShares Ethereum Trust ETF was a new Compass Financial Management position in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #268 holding.
  • 422 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.