NW
ETHA

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

NewEdge Wealth’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 		$411K Sell
34,560
-25,565
-43% -$397K ﹤0.01% 914
2026
Q1 		$952K Buy
60,125
+5,950
+11% +$108K 0.01% 637
2025
Q4 		$1.22M Buy
54,175
+1,537
+3% +$40.2K 0.01% 577
2025
Q3 		$1.37M Buy
52,638
+44,783
+570% +$1.33M 0.02% 486
2025
Q2 		$230K Buy
+7,855
New +$131K ﹤0.01% 899

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

NewEdge Wealth's ETHA Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Ethereum Trust ETF (ETHA) stake by 43% in Q2 2026, selling an estimated $397K and leaving 34,560 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

NewEdge Wealth first reported a position in ETHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q3 2025. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • NewEdge Wealth held 34,560 shares of iShares Ethereum Trust ETF worth $411K as of Q2 2026.
  • NewEdge Wealth sold 25,565 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $397K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #914 holding.
  • NewEdge Wealth first reported a position in iShares Ethereum Trust ETF in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's iShares Ethereum Trust ETF position peaked at $1.37M in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.