TA
ETHA icon

TrueWealth Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

TrueWealth 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
Q3 		$975K Buy
16,153
+5,169
+47% +$254K 0.22% 87
2026
Q2 		$392K Buy
10,984
+904
+9% +$42.1K 0.09% 168
2026
Q1 		$479K Buy
+10,080
New +$547K 0.12% 142

Other funds holding ETHA

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

TrueWealth Advisors's ETHA Position: Q3 2026 in Review

TrueWealth Advisors increased its iShares Ethereum Trust ETF (ETHA) stake by 47% in Q3 2026, buying an estimated $254K and bringing the position to 16,153 shares worth $975K. The position accounts for 0.22% of the portfolio, ranked #87.

TrueWealth Advisors first reported a position in ETHA in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • TrueWealth Advisors held 16,153 shares of iShares Ethereum Trust ETF worth $975K as of Q3 2026.
  • TrueWealth Advisors bought 5,169 iShares Ethereum Trust ETF shares in Q3 2026, an estimated $254K.
  • iShares Ethereum Trust ETF made up 0.22% of TrueWealth Advisors's portfolio in Q3 2026, its #87 holding.
  • TrueWealth Advisors first reported a position in iShares Ethereum Trust ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.