MAM
ETHA

Milestone Asset Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

Milestone Asset Management’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 		– Sell
-20,440
Closed -$324K – 294
2026
Q1 		$324K Sell
20,440
-584
-3% -$10.6K 0.06% 197
2025
Q4 		$472K Buy
+21,024
New +$550K 0.09% 158

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

Milestone Asset Management's ETHA Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 20,440 shares — an estimated $324K sold.

Milestone Asset Management first reported a position in ETHA in Q4 2025 and held it in 2 quarters. The position peaked at $472K in Q4 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Milestone Asset Management reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 20,440 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $324K.
  • Milestone Asset Management first reported a position in iShares Ethereum Trust ETF in Q4 2025 and held it in 2 quarters.
  • Milestone Asset Management's iShares Ethereum Trust ETF position peaked at $472K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.