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

Ehrlich 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	$10.8M	Buy	297,687 +14,145	+5%	+$516K	5.6%	3
2026 Q2	$10.4M	Buy	283,542 +47,368	+20%	+$1.67M	5.34%	2
2026 Q1	$7.59M	Buy	+236,174	New	+$7.78M	4.36%	4

Other funds holding CORO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Ehrlich Financial Group increased its iShares International Country Rotation Active ETF (CORO) stake by 5% in Q3 2026, buying an estimated $516K and bringing the position to 297,687 shares worth $10.8M. The position accounts for 5.6% of the portfolio, ranked #3.

Ehrlich Financial Group first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

Ehrlich Financial Group held 297,687 shares of iShares International Country Rotation Active ETF worth $10.8M as of Q3 2026.
Ehrlich Financial Group bought 14,145 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $516K.
iShares International Country Rotation Active ETF made up 5.6% of Ehrlich Financial Group's portfolio in Q3 2026, its #3 holding.
Ehrlich Financial Group first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
295 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.