CIA
ETHA

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
2025
Q4 		– Sell
-500
Closed -$15.8K – 1863
2025
Q3 		$15.8K Buy
+500
New +$14.8K ﹤0.01% 1476

Other funds holding ETHA

PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 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. 182 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.
  • 182 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.