EverSource Wealth Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

EverSource Wealth Advisors’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	$139K	Sell	3,898 -876	-18%	-$40.8K	﹤0.01%	1208
2026 Q1	$227K	Buy	4,774 +1,429	+43%	+$77.5K	0.01%	981
2025 Q4	$225K	Buy	3,345 +2,058	+160%	+$161K	0.01%	894
2025 Q3	$122K	Buy	1,287 +1,265	+5,750%	+$113K	﹤0.01%	1180
2025 Q2	$1.26K	Hold	22	–	–	﹤0.01%	3672
2025 Q1	$912	Sell	22 -33	-60%	-$1.97K	﹤0.01%	3262
2024 Q4	$4.2K	Buy	+55	New	+$3.85K	﹤0.01%	2425

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

EverSource Wealth Advisors's ETHA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Ethereum Trust ETF (ETHA) stake by 18% in Q2 2026, selling an estimated $40.8K and leaving 3,898 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

EverSource Wealth Advisors first reported a position in ETHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q1 2026. 460 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

EverSource Wealth Advisors held 3,898 shares of iShares Ethereum Trust ETF worth $139K as of Q2 2026.
EverSource Wealth Advisors sold 876 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $40.8K.
iShares Ethereum Trust ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1208 holding.
EverSource Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's iShares Ethereum Trust ETF position peaked at $227K in Q1 2026.
460 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.