N.E.W. Advisory Services’s iShares Ethereum Trust ETF ETHA Stock Holding History

N.E.W. Advisory Services’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	$5.92K	Sell	498 -150	-23%	-$2.33K	﹤0.01%	724
2026 Q1	$10.3K	Buy	648 +188	+41%	+$3.4K	﹤0.01%	627
2025 Q4	$10.3K	Buy	460 +160	+53%	+$4.18K	﹤0.01%	612
2025 Q3	$9.45K	Buy	+300	New	+$8.9K	﹤0.01%	586

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

N.E.W. Advisory Services's ETHA Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares Ethereum Trust ETF (ETHA) stake by 23% in Q2 2026, selling an estimated $2.33K and leaving 498 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

N.E.W. Advisory Services first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q4 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

N.E.W. Advisory Services held 498 shares of iShares Ethereum Trust ETF worth $5.92K as of Q2 2026.
N.E.W. Advisory Services sold 150 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $2.33K.
iShares Ethereum Trust ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #724 holding.
N.E.W. Advisory Services first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's iShares Ethereum Trust ETF position peaked at $10.3K in Q4 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.