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

Kingswood 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	$792K	Sell	66,609 -11,122	-14%	-$173K	0.03%	473
2026 Q1	$1.23M	Sell	77,731 -14,426	-16%	-$261K	0.06%	332
2025 Q4	$2.07M	Sell	92,157 -9,290	-9%	-$243K	0.1%	205
2025 Q3	$3.2M	Buy	101,447 +32,670	+48%	+$969K	0.19%	126
2025 Q2	$1.31M	Buy	68,777 +6,940	+11%	+$115K	0.1%	212
2025 Q1	$855K	Buy	61,837 +18,082	+41%	+$360K	0.08%	281
2024 Q4	$1.11M	Buy	43,755 +20,902	+91%	+$487K	0.08%	245
2024 Q3	$450K	Buy	+22,853	New	+$460K	0.03%	482

Other funds holding ETHA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

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

Kingswood Wealth Advisors reduced its iShares Ethereum Trust ETF (ETHA) stake by 14% in Q2 2026, selling an estimated $173K and leaving 66,609 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #473.

Kingswood Wealth Advisors first reported a position in ETHA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.2M in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Kingswood Wealth Advisors held 66,609 shares of iShares Ethereum Trust ETF worth $792K as of Q2 2026.
Kingswood Wealth Advisors sold 11,122 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $173K.
iShares Ethereum Trust ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #473 holding.
Kingswood Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's iShares Ethereum Trust ETF position peaked at $3.2M in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.