UCFA
ETHA

United Capital Financial Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

United Capital Financial 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 		$744K Sell
62,531
-5,019
-7% -$77.9K ﹤0.01% 934
2026
Q1 		$1.07M Buy
67,550
+5,320
+9% +$96.2K 0.01% 736
2025
Q4 		$1.4M Buy
+62,230
New +$1.63M 0.01% 635

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

United Capital Financial Advisors's ETHA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Ethereum Trust ETF (ETHA) stake by 7.4% in Q2 2026, selling an estimated $77.9K and leaving 62,531 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

United Capital Financial Advisors first reported a position in ETHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • United Capital Financial Advisors held 62,531 shares of iShares Ethereum Trust ETF worth $744K as of Q2 2026.
  • United Capital Financial Advisors sold 5,019 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #934 holding.
  • United Capital Financial Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's iShares Ethereum Trust ETF position peaked at $1.4M in Q4 2025.
  • 453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.