NewEdge Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

NewEdge 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	$1.49M	Buy	125,416 +7,832	+7%	+$122K	﹤0.01%	1391
2026 Q1	$1.86M	Sell	117,584 -1,173	-1%	-$21.2K	0.01%	1151
2025 Q4	$2.66M	Sell	118,757 -28,389	-19%	-$742K	0.01%	930
2025 Q3	$4.64M	Buy	147,146 +130,690	+794%	+$3.88M	0.02%	661
2025 Q2	$314K	Buy	16,456 +3,848	+31%	+$64K	﹤0.01%	1994
2025 Q1	$174K	Buy	+12,608	New	+$251K	﹤0.01%	2141

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

NewEdge Advisors's ETHA Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Ethereum Trust ETF (ETHA) stake by 6.7% in Q2 2026, buying an estimated $122K and bringing the position to 125,416 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

NewEdge Advisors first reported a position in ETHA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.64M in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

NewEdge Advisors held 125,416 shares of iShares Ethereum Trust ETF worth $1.49M as of Q2 2026.
NewEdge Advisors bought 7,832 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $122K.
iShares Ethereum Trust ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1391 holding.
NewEdge Advisors first reported a position in iShares Ethereum Trust ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Advisors's iShares Ethereum Trust ETF position peaked at $4.64M in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

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