Curio Wealth’s iShares Ethereum Trust ETF ETHA Stock Holding History

Curio Wealth’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	-168	Closed	-$2.66K	–	1212
2026 Q1	$2.66K	Hold	168	–	–	﹤0.01%	300
2025 Q4	$3.73K	Buy	+168	New	+$4.39K	﹤0.01%	314
2025 Q3	–	Sell	-168	Closed	-$3.2K	–	389
2025 Q2	$3.2K	Buy	168 +167	+16,700%	+$2.78K	﹤0.01%	259
2025 Q1	$4.25K	Sell	1 -167	-99%	-$3.33K	﹤0.01%	277
2024 Q4	$4.25K	Buy	+168	New	+$3.92K	﹤0.01%	249

Other funds holding ETHA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Curio Wealth's ETHA Position: Q2 2026 in Review

Curio Wealth sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 168 shares — an estimated $2.66K sold.

Curio Wealth first reported a position in ETHA in Q4 2024 and held it in 5 quarters. The position peaked at $4.25K in Q1 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Curio Wealth reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 168 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $2.66K.
Curio Wealth first reported a position in iShares Ethereum Trust ETF in Q4 2024 and held it in 5 quarters.
Curio Wealth's iShares Ethereum Trust ETF position peaked at $4.25K in Q1 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.