CA
CORO

Chatterton & Associates’s iShares International Country Rotation Active ETF CORO Stock Holding History

Chatterton & Associates’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 		$3.96M Buy
109,704
+14,894
+16% +$526K 2.33% 14
2026
Q1 		$3.21M Buy
+94,810
New +$3.12M 2.25% 15

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Chatterton & Associates's CORO Position: Q2 2026 in Review

Chatterton & Associates increased its iShares International Country Rotation Active ETF (CORO) stake by 16% in Q2 2026, buying an estimated $526K and bringing the position to 109,704 shares worth $3.96M. The position accounts for 2.33% of the portfolio, ranked #14.

Chatterton & Associates first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Chatterton & Associates held 109,704 shares of iShares International Country Rotation Active ETF worth $3.96M as of Q2 2026.
  • Chatterton & Associates bought 14,894 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $526K.
  • iShares International Country Rotation Active ETF made up 2.33% of Chatterton & Associates's portfolio in Q2 2026, its #14 holding.
  • Chatterton & Associates first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.