EWA
ETHA

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

Evolution 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 		$221K Buy
18,575
+745
+4% +$11.6K 0.03% 166
2026
Q1 		$282K Buy
17,830
+1,330
+8% +$24.1K 0.03% 144
2025
Q4 		$370K Sell
16,500
-3,735
-18% -$97.7K 0.04% 119
2025
Q3 		$638K Buy
+20,235
New +$600K 0.09% 90

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

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

Evolution Wealth Advisors increased its iShares Ethereum Trust ETF (ETHA) stake by 4.2% in Q2 2026, buying an estimated $11.6K and bringing the position to 18,575 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #166.

Evolution Wealth Advisors first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $638K in Q3 2025. 454 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Evolution Wealth Advisors held 18,575 shares of iShares Ethereum Trust ETF worth $221K as of Q2 2026.
  • Evolution Wealth Advisors bought 745 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Ethereum Trust ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Evolution Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Advisors's iShares Ethereum Trust ETF position peaked at $638K in Q3 2025.
  • 454 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.