Mount Yale Investment Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Mount Yale 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	$582K	Sell	48,939 -11,904	-20%	-$185K	0.01%	732
2026 Q1	$963K	Buy	+60,843	New	+$1.1M	0.02%	529
2025 Q3	–	Sell	-45,632	Closed	-$870K	–	1660
2025 Q2	$870K	Buy	45,632 +3,375	+8%	+$56.1K	0.07%	232
2025 Q1	$584K	Buy	42,257 +33,839	+402%	+$674K	0.05%	298
2024 Q4	$213K	Buy	+8,418	New	+$196K	0.02%	515

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

Mount Yale Investment Advisors's ETHA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Ethereum Trust ETF (ETHA) stake by 20% in Q2 2026, selling an estimated $185K and leaving 48,939 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #732.

Mount Yale Investment Advisors first reported a position in ETHA in Q4 2024 and has held it in 5 quarters since. The position peaked at $963K in Q1 2026. 460 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Mount Yale Investment Advisors held 48,939 shares of iShares Ethereum Trust ETF worth $582K as of Q2 2026.
Mount Yale Investment Advisors sold 11,904 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $185K.
iShares Ethereum Trust ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #732 holding.
Mount Yale Investment Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 5 quarters since.
Mount Yale Investment Advisors's iShares Ethereum Trust ETF position peaked at $963K in Q1 2026.
460 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

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