CSPIA
CORO

Cary Street Partners Investment Advisory’s iShares International Country Rotation Active ETF CORO Stock Holding History

Cary Street Partners Investment Advisory’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 		$559K Buy
+15,278
New +$540K 0.11% 184

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's CORO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 15,278 shares worth $559K. The stake represents 0.11% of the portfolio and ranks #184 among its holdings.

316 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 15,278 shares of iShares International Country Rotation Active ETF worth $559K as of Q2 2026.
  • iShares International Country Rotation Active ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • iShares International Country Rotation Active ETF made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #184 holding.
  • 316 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.