Evoke Wealth
ETHA icon

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

Evoke 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
-3,967
Closed -$188K – 700
2026
Q1 		$188K Buy
+3,967
New +$215K ﹤0.01% 679
2025
Q4 		– Sell
-2,175
Closed -$206K – 741
2025
Q3 		$206K Buy
+2,175
New +$194K ﹤0.01% 606

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
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Evoke Wealth's ETHA Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 3,967 shares — an estimated $188K sold.

Evoke Wealth first reported a position in ETHA in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 461 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,967 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $188K.
  • Evoke Wealth first reported a position in iShares Ethereum Trust ETF in Q3 2025 and held it in 2 quarters.
  • Evoke Wealth's iShares Ethereum Trust ETF position peaked at $206K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.