Sax Wealth Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Sax Wealth 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	$220K	Buy	+4,640	New	+$216K	0.01%	509

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

Sax Wealth Advisors's ETHA Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Ethereum Trust ETF (ETHA) in Q2 2026: 4,640 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

460 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Sax Wealth Advisors held 4,640 shares of iShares Ethereum Trust ETF worth $220K as of Q2 2026.
iShares Ethereum Trust ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Ethereum Trust ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #509 holding.
460 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.