CWMK
CORO

Caliber Wealth Management (Kansas)’s iShares International Country Rotation Active ETF CORO Stock Holding History

Caliber Wealth Management (Kansas)’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
Q2 		$750K Buy
20,497
+3,857
+23% +$136K 0.07% 155
2026
Q1 		$535K Buy
+16,640
New +$548K 0.06% 166

Other funds holding CORO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CORO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares International Country Rotation Active ETF (CORO) stake by 23% in Q2 2026, buying an estimated $136K and bringing the position to 20,497 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #155.

Caliber Wealth Management (Kansas) first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 20,497 shares of iShares International Country Rotation Active ETF worth $750K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 3,857 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $136K.
  • iShares International Country Rotation Active ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #155 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.