CFG
CORO

Cassilly Financial Group’s iShares International Country Rotation Active ETF CORO Stock Holding History

Cassilly Financial Group’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 		$1.38M Buy
37,974
+2,387
+7% +$87K 0.93% 25
2026
Q2 		$1.3M Buy
+35,587
New +$1.26M 0.95% 23

Other funds holding CORO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Cassilly Financial Group's CORO Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares International Country Rotation Active ETF (CORO) stake by 6.7% in Q3 2026, buying an estimated $87K and bringing the position to 37,974 shares worth $1.38M. The position accounts for 0.93% of the portfolio, ranked #25.

Cassilly Financial Group first reported a position in CORO in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • Cassilly Financial Group held 37,974 shares of iShares International Country Rotation Active ETF worth $1.38M as of Q3 2026.
  • Cassilly Financial Group bought 2,387 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $87K.
  • iShares International Country Rotation Active ETF made up 0.93% of Cassilly Financial Group's portfolio in Q3 2026, its #25 holding.
  • Cassilly Financial Group first reported a position in iShares International Country Rotation Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.