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

Cornerstone 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 Q3	$694K	Buy	11,497 +2,141	+23%	+$105K	0.03%	414
2026 Q2	$334K	Buy	9,356 +2,645	+39%	+$123K	0.01%	583
2026 Q1	$319K	Buy	6,711 +2,266	+51%	+$123K	0.02%	560
2025 Q4	$299K	Buy	4,445 +1,629	+58%	+$128K	0.02%	550
2025 Q3	$266K	Buy	+2,816	New	+$251K	0.01%	562

Other funds holding ETHA

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cornerstone Wealth Management's ETHA Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares Ethereum Trust ETF (ETHA) stake by 23% in Q3 2026, buying an estimated $105K and bringing the position to 11,497 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #414.

Cornerstone Wealth Management first reported a position in ETHA in Q3 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

Cornerstone Wealth Management held 11,497 shares of iShares Ethereum Trust ETF worth $694K as of Q3 2026.
Cornerstone Wealth Management bought 2,141 iShares Ethereum Trust ETF shares in Q3 2026, an estimated $105K.
iShares Ethereum Trust ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #414 holding.
Cornerstone Wealth Management first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.