SWA
ETHA

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

SOA 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 		$11.9K Hold
1,000
– – ﹤0.01% 590
2026
Q1 		$15.8K Buy
+1,000
New +$18.1K ﹤0.01% 530
2025
Q2 		– Sell
-333
Closed -$4.6K – 942
2025
Q1 		$4.6K Hold
333
– – ﹤0.01% 640
2024
Q4 		$8.42K Hold
333
– – ﹤0.01% 566
2024
Q3 		$6.55K Buy
+333
New +$6.7K ﹤0.01% 582

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

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

SOA Wealth Advisors held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 1,000 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

SOA Wealth Advisors first reported a position in ETHA in Q3 2024 and has held it in 5 quarters since. The position peaked at $15.8K in Q1 2026. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • SOA Wealth Advisors held 1,000 shares of iShares Ethereum Trust ETF worth $11.9K as of Q2 2026.
  • SOA Wealth Advisors left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #590 holding.
  • SOA Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q3 2024 and has held it in 5 quarters since.
  • SOA Wealth Advisors's iShares Ethereum Trust ETF position peaked at $15.8K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.