Newbridge Financial Services Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

Newbridge Financial Services Group’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	$28.1K	Buy	2,364 +1,194	+102%	+$18.5K	﹤0.01%	631
2026 Q1	$18.5K	Sell	1,170 -39,180	-97%	-$709K	﹤0.01%	656
2025 Q4	$905K	Buy	40,350 +32,200	+395%	+$842K	0.14%	117
2025 Q3	$257K	Buy	8,150 +7,980	+4,694%	+$237K	0.04%	261
2025 Q2	$3.24K	Hold	170	–	–	﹤0.01%	1086
2025 Q1	$2.35K	Buy	+170	New	+$3.39K	﹤0.01%	875

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

Newbridge Financial Services Group's ETHA Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Ethereum Trust ETF (ETHA) stake by 102% in Q2 2026, buying an estimated $18.5K and bringing the position to 2,364 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Newbridge Financial Services Group first reported a position in ETHA in Q1 2025 and has held it in 6 quarters since. The position peaked at $905K in Q4 2025. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Newbridge Financial Services Group held 2,364 shares of iShares Ethereum Trust ETF worth $28.1K as of Q2 2026.
Newbridge Financial Services Group bought 1,194 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $18.5K.
iShares Ethereum Trust ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #631 holding.
Newbridge Financial Services Group first reported a position in iShares Ethereum Trust ETF in Q1 2025 and has held it in 6 quarters since.
Newbridge Financial Services Group's iShares Ethereum Trust ETF position peaked at $905K in Q4 2025.
455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.