BAM Wealth Management’s iShares International Country Rotation Active ETF CORO Stock Holding History

BAM Wealth Management’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	$1.24M	Buy	33,990 +18,763	+123%	+$684K	0.67%	34
2026 Q2	$557K	Buy	15,227 +5,217	+52%	+$184K	0.35%	77
2026 Q1	$322K	Buy	+10,010	New	+$330K	0.24%	97

Other funds holding CORO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

BAM Wealth Management's CORO Position: Q3 2026 in Review

BAM Wealth Management increased its iShares International Country Rotation Active ETF (CORO) stake by 123% in Q3 2026, buying an estimated $684K and bringing the position to 33,990 shares worth $1.24M. The position accounts for 0.67% of the portfolio, ranked #34.

BAM Wealth Management first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

BAM Wealth Management held 33,990 shares of iShares International Country Rotation Active ETF worth $1.24M as of Q3 2026.
BAM Wealth Management bought 18,763 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $684K.
iShares International Country Rotation Active ETF made up 0.67% of BAM Wealth Management's portfolio in Q3 2026, its #34 holding.
BAM Wealth Management first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
452 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.