MSWA
ETHA

Marshall & Sterling Wealth Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Marshall & Sterling 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 		$5.35K Hold
450
– – ﹤0.01% 266
2026
Q1 		$7.12K Buy
450
+100
+29% +$1.81K ﹤0.01% 248
2025
Q4 		$7.85K Buy
+350
New +$9.15K 0.01% 241

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

Marshall & Sterling Wealth Advisors's ETHA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 450 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Marshall & Sterling Wealth Advisors first reported a position in ETHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.85K in Q4 2025. 458 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 450 shares of iShares Ethereum Trust ETF worth $5.35K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Ethereum Trust ETF position peaked at $7.85K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.