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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Mount Yale Investment Advisors's ETHA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Ethereum Trust ETF (ETHA) in Q1 2026: 60,843 shares worth $963K. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ETHA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ETHA in Q4 2024 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold ETHA as of Q1 2026.

  • Mount Yale Investment Advisors held 60,843 shares of iShares Ethereum Trust ETF worth $963K as of Q1 2026.
  • iShares Ethereum Trust ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Ethereum Trust ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #529 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.