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McCarley & Cook Financial Planners’s iShares Ethereum Trust ETF ETHA Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$25.6K Hold
423
– – 0.02% 122
2026
Q2 		$15.1K Hold
423
– – 0.01% 145
2026
Q1 		$20.1K Hold
423
– – 0.02% 130
2025
Q4 		$28.5K Buy
+423
New +$33.2K 0.03% 100

Other funds holding ETHA

Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
Spectrum Strategic Capital Management
Spectrum Strategic Capital Management Corvallis, Oregon $203M AUM 20.13% 1-Year Est. Return
Corecam Pte Ltd
Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
LCM Capital Management
LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

McCarley & Cook Financial Planners's ETHA Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Ethereum Trust ETF (ETHA) position steady in Q3 2026 at 423 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #122.

McCarley & Cook Financial Planners first reported a position in ETHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.5K in Q4 2025. 126 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • McCarley & Cook Financial Planners held 423 shares of iShares Ethereum Trust ETF worth $25.6K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares Ethereum Trust ETF share count unchanged in Q3 2026.
  • iShares Ethereum Trust ETF made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #122 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's iShares Ethereum Trust ETF position peaked at $28.5K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.