MSWM
ETHE

Mowery & Schoenfeld Wealth Management’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio ETHE Stock Details ETHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,000
Closed -$112K – 570
2024
Q4 		$112K Hold
4,000
– – 0.22% 63
2024
Q3 		$87.6K Buy
+4,000
New +$89.7K 0.14% 69

Other funds holding ETHE

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ETHE Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2025, closing a stake of 4,000 shares — an estimated $112K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ETHE in Q3 2024 and held it in 2 quarters. The position peaked at $112K in Q4 2024. 284 funds tracked by Wall St. Rank hold ETHE as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 4,000 Grayscale Ethereum Staking ETF Shares shares in Q1 2025, an estimated $112K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Grayscale Ethereum Staking ETF Shares position peaked at $112K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.