KFP
ETHA

Kerr Financial Planning’s iShares Ethereum Trust ETF ETHA Stock Holding History

Kerr Financial Planning’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 		$10.7K Hold
900
– – 0.01% 360
2026
Q1 		$15.5K Hold
900
– – 0.01% 308
2025
Q4 		$13.1K Hold
900
– – 0.02% 337
2025
Q3 		$21.2K Buy
+900
New +$26.7K 0.03% 261

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

Kerr Financial Planning's ETHA Position: Q2 2026 in Review

Kerr Financial Planning held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 900 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #360.

Kerr Financial Planning first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.2K in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Kerr Financial Planning held 900 shares of iShares Ethereum Trust ETF worth $10.7K as of Q2 2026.
  • Kerr Financial Planning left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #360 holding.
  • Kerr Financial Planning first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares Ethereum Trust ETF position peaked at $21.2K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.