MGIA
ETHA

Moneta Group Investment Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Moneta Group Investment 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 		$455K Buy
38,242
+9,064
+31% +$141K ﹤0.01% 571
2026
Q1 		$462K Buy
29,178
+1,300
+5% +$23.5K ﹤0.01% 526
2025
Q4 		$625K Buy
27,878
+4,607
+20% +$120K ﹤0.01% 446
2025
Q3 		$733K Buy
+23,271
New +$690K 0.01% 413

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

Moneta Group Investment Advisors's ETHA Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Ethereum Trust ETF (ETHA) stake by 31% in Q2 2026, buying an estimated $141K and bringing the position to 38,242 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Moneta Group Investment Advisors first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $733K in Q3 2025. 458 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Moneta Group Investment Advisors held 38,242 shares of iShares Ethereum Trust ETF worth $455K as of Q2 2026.
  • Moneta Group Investment Advisors bought 9,064 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $141K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #571 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's iShares Ethereum Trust ETF position peaked at $733K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.