CPG
ETHA

Cornerstone Planning Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

Cornerstone Planning Group’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 		$168K Buy
11,555
+3,353
+41% +$52K 0.02% 188
2026
Q1 		$147K Buy
8,202
+2,771
+51% +$50.1K 0.02% 197
2025
Q4 		$124K Buy
5,431
+250
+5% +$6.54K 0.02% 189
2025
Q3 		$144K Buy
5,181
+455
+10% +$13.5K 0.02% 171
2025
Q2 		$128K Buy
4,726
+300
+7% +$4.99K 0.03% 119
2025
Q1 		$60K Buy
4,426
+1,050
+31% +$20.9K 0.01% 203
2024
Q4 		$80.3K Buy
+3,376
New +$78.7K 0.02% 128

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

Cornerstone Planning Group's ETHA Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Ethereum Trust ETF (ETHA) stake by 41% in Q2 2026, buying an estimated $52K and bringing the position to 11,555 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #188.

Cornerstone Planning Group first reported a position in ETHA in Q4 2024 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Cornerstone Planning Group held 11,555 shares of iShares Ethereum Trust ETF worth $168K as of Q2 2026.
  • Cornerstone Planning Group bought 3,353 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $52K.
  • iShares Ethereum Trust ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #188 holding.
  • Cornerstone Planning Group first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.