EFG
CORO

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
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

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Ehrlich Financial Group's CORO Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares International Country Rotation Active ETF (CORO) stake by 20% in Q2 2026, buying an estimated $1.67M and bringing the position to 283,542 shares worth $10.4M. The position accounts for 5.34% of the portfolio, ranked #2.

Ehrlich Financial Group first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Ehrlich Financial Group held 283,542 shares of iShares International Country Rotation Active ETF worth $10.4M as of Q2 2026.
  • Ehrlich Financial Group bought 47,368 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $1.67M.
  • iShares International Country Rotation Active ETF made up 5.34% of Ehrlich Financial Group's portfolio in Q2 2026, its #2 holding.
  • Ehrlich Financial Group first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.