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Heritage Investment Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

Heritage Investment Group’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 		$217K Hold
6,082
– – 0.03% 127
2026
Q1 		$289K Sell
6,082
-1,336
-18% -$72.5K 0.04% 100
2025
Q4 		$499K Buy
+7,418
New +$582K 0.08% 79

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

Heritage Investment Group's ETHA Position: Q2 2026 in Review

Heritage Investment Group held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 6,082 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #127.

Heritage Investment Group first reported a position in ETHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 460 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Heritage Investment Group held 6,082 shares of iShares Ethereum Trust ETF worth $217K as of Q2 2026.
  • Heritage Investment Group left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #127 holding.
  • Heritage Investment Group first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Investment Group's iShares Ethereum Trust ETF position peaked at $499K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.