AssetMark Inc
CORO icon

AssetMark Inc’s iShares International Country Rotation Active ETF CORO Stock Holding History

AssetMark Inc’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.8M Buy
408,495
+132,205
+48% +$4.82M 0.03% 467
2026
Q2 		$10.1M Buy
276,290
+46,301
+20% +$1.64M 0.02% 562
2026
Q1 		$7.39M Buy
+229,989
New +$7.58M 0.02% 571

Other funds holding CORO

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

AssetMark Inc's CORO Position: Q3 2026 in Review

AssetMark Inc increased its iShares International Country Rotation Active ETF (CORO) stake by 48% in Q3 2026, buying an estimated $4.82M and bringing the position to 408,495 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #467.

AssetMark Inc first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • AssetMark Inc held 408,495 shares of iShares International Country Rotation Active ETF worth $14.8M as of Q3 2026.
  • AssetMark Inc bought 132,205 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $4.82M.
  • iShares International Country Rotation Active ETF made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #467 holding.
  • AssetMark Inc first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.