CPG
CORO

Cornerstone Planning Group’s iShares International Country Rotation Active ETF CORO Stock Holding History

Cornerstone Planning 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
Q2 		$2.13M Buy
59,308
+59,298
+592,980% +$2.1M 0.27% 49
2026
Q1 		$350 Buy
+10
New +$329 ﹤0.01% 1720

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

Cornerstone Planning Group's CORO Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares International Country Rotation Active ETF (CORO) stake by 592,980% in Q2 2026, buying an estimated $2.1M and bringing the position to 59,308 shares worth $2.13M. The position accounts for 0.27% of the portfolio, ranked #49.

Cornerstone Planning Group first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Cornerstone Planning Group held 59,308 shares of iShares International Country Rotation Active ETF worth $2.13M as of Q2 2026.
  • Cornerstone Planning Group bought 59,298 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $2.1M.
  • iShares International Country Rotation Active ETF made up 0.27% of Cornerstone Planning Group's portfolio in Q2 2026, its #49 holding.
  • Cornerstone Planning Group first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.