EWA
CORO

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

EP 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 		$385K Sell
10,507
-22,789
-68% -$805K ﹤0.01% 1158
2026
Q1 		$1.07M Buy
+33,296
New +$1.1M 0.01% 626

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

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

EP Wealth Advisors reduced its iShares International Country Rotation Active ETF (CORO) stake by 68% in Q2 2026, selling an estimated $805K and leaving 10,507 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

EP Wealth Advisors first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 408 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • EP Wealth Advisors held 10,507 shares of iShares International Country Rotation Active ETF worth $385K as of Q2 2026.
  • EP Wealth Advisors sold 22,789 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $805K.
  • iShares International Country Rotation Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1158 holding.
  • EP Wealth Advisors first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares International Country Rotation Active ETF position peaked at $1.07M in Q1 2026.
  • 408 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.