Davis Wealth Advisors’s iShares International Country Rotation Active ETF CORO Stock Holding History

Davis Wealth Advisors’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	$1.5M	Buy	+40,998	New	+$1.45M	1.16%	27

Other funds holding CORO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Davis Wealth Advisors's CORO Position: Q2 2026 in Review

Davis Wealth Advisors opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 40,998 shares worth $1.5M. The stake represents 1.16% of the portfolio and ranks #27 among its holdings.

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

Davis Wealth Advisors held 40,998 shares of iShares International Country Rotation Active ETF worth $1.5M as of Q2 2026.
iShares International Country Rotation Active ETF was a new Davis Wealth Advisors position in Q2 2026.
iShares International Country Rotation Active ETF made up 1.16% of Davis Wealth Advisors's portfolio in Q2 2026, its #27 holding.
407 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.