CWAI
CORO

Core Wealth Advisors (Indiana)’s iShares International Country Rotation Active ETF CORO Stock Holding History

Core Wealth Advisors (Indiana)’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 		$2.86M Buy
+78,010
New +$2.76M 2.1% 17

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Core Wealth Advisors (Indiana)'s CORO Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 78,010 shares worth $2.86M. The stake represents 2.1% of the portfolio and ranks #17 among its holdings.

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

  • Core Wealth Advisors (Indiana) held 78,010 shares of iShares International Country Rotation Active ETF worth $2.86M as of Q2 2026.
  • iShares International Country Rotation Active ETF was a new Core Wealth Advisors (Indiana) position in Q2 2026.
  • iShares International Country Rotation Active ETF made up 2.1% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #17 holding.
  • 407 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.