Concurrent Investment Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Concurrent Investment 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	$228K	Sell	19,167 -106,644	-85%	-$1.66M	﹤0.01%	1868
2026 Q1	$1.99M	Buy	125,811 +101,680	+421%	+$1.84M	0.02%	620
2025 Q4	$541K	Sell	24,131 -272,631	-92%	-$7.13M	0.01%	1114
2025 Q3	$9.35M	Buy	296,762 +170,033	+134%	+$5.04M	0.16%	127
2025 Q2	$2.42M	Buy	+126,729	New	+$2.11M	0.05%	384

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

Concurrent Investment Advisors's ETHA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares Ethereum Trust ETF (ETHA) stake by 85% in Q2 2026, selling an estimated $1.66M and leaving 19,167 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Concurrent Investment Advisors first reported a position in ETHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.35M in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Concurrent Investment Advisors held 19,167 shares of iShares Ethereum Trust ETF worth $228K as of Q2 2026.
Concurrent Investment Advisors sold 106,644 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $1.66M.
iShares Ethereum Trust ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1868 holding.
Concurrent Investment Advisors first reported a position in iShares Ethereum Trust ETF in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's iShares Ethereum Trust ETF position peaked at $9.35M in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.