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BFC Planning, Inc.’s iShares Ethereum Trust ETF ETHA Stock Holding History

BFC Planning, Inc.’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 		$15.7K Buy
440
+438
+21,900% +$20.4K ﹤0.01% 2134
2026
Q1 		$111 Sell
2
-258
-99% -$14K ﹤0.01% 2959
2025
Q4 		$17.5K Buy
+260
New +$20.4K ﹤0.01% 1808

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 $468B AUM 17.69% 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 72.53% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

BFC Planning, Inc.'s ETHA Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Ethereum Trust ETF (ETHA) stake by 21,900% in Q2 2026, buying an estimated $20.4K and bringing the position to 440 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

BFC Planning, Inc. first reported a position in ETHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.5K in Q4 2025. 462 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • BFC Planning, Inc. held 440 shares of iShares Ethereum Trust ETF worth $15.7K as of Q2 2026.
  • BFC Planning, Inc. bought 438 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2134 holding.
  • BFC Planning, Inc. first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s iShares Ethereum Trust ETF position peaked at $17.5K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.