Carson Wealth (CWM LLC)
CORO

Carson Wealth (CWM LLC)’s iShares International Country Rotation Active ETF CORO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$521M Buy
+16,208,136
New +$534M 1.37% 9

Other funds holding CORO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CORO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in iShares International Country Rotation Active ETF (CORO) in Q1 2026: 16,208,136 shares worth $521M. The stake represents 1.37% of the portfolio and ranks #9 among its holdings.

220 funds tracked by Wall St. Rank hold CORO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,208,136 shares of iShares International Country Rotation Active ETF worth $521M as of Q1 2026.
  • iShares International Country Rotation Active ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • iShares International Country Rotation Active ETF made up 1.37% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #9 holding.
  • 220 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.