SFA
ETHE

Sequoia Financial Advisors’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Sequoia Financial Advisors’s Portfolio ETHE Stock Details ETHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Buy
11,762
+2,336
+25% +$45.7K ﹤0.01% 1796
2025
Q4 		$230K Buy
9,426
+1,611
+21% +$45.8K ﹤0.01% 1730
2025
Q3 		$268K Sell
7,815
-7,296
-48% -$236K ﹤0.01% 1452
2025
Q2 		$315K Buy
15,111
+250
+2% +$4.56K ﹤0.01% 1243
2025
Q1 		$226K Sell
14,861
-3,765
-20% -$82.8K ﹤0.01% 1204
2024
Q4 		$522K Buy
18,626
+2,484
+15% +$64.2K 0.01% 788
2024
Q3 		$353K Buy
+16,142
New +$362K ﹤0.01% 901

Other funds holding ETHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return