LM Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

LM 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	$235K	Buy	19,728 +19,416	+6,223%	+$301K	0.03%	214
2026 Q1	$19.7K	Sell	312 -130	-29%	-$2.35K	0.31%	66
2025 Q4	$19.7K	Sell	442 -19,286	-98%	-$504K	0.35%	62
2025 Q3	$622K	Buy	19,728 +5,408	+38%	+$160K	0.09%	119
2025 Q2	$273K	Buy	+14,320	New	+$238K	0.04%	163
2025 Q1	–	Sell	-13,860	Closed	-$351K	–	221
2024 Q4	$351K	Buy	+13,860	New	+$323K	0.06%	154

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

LM Advisors's ETHA Position: Q2 2026 in Review

LM Advisors increased its iShares Ethereum Trust ETF (ETHA) stake by 6,223% in Q2 2026, buying an estimated $301K and bringing the position to 19,728 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #214.

LM Advisors first reported a position in ETHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

LM Advisors held 19,728 shares of iShares Ethereum Trust ETF worth $235K as of Q2 2026.
LM Advisors bought 19,416 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $301K.
iShares Ethereum Trust ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #214 holding.
LM Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 6 quarters since.
LM Advisors's iShares Ethereum Trust ETF position peaked at $622K in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.