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 Q3	$545K	Buy	14,987 +4,480	+43%	+$163K	﹤0.01%	943
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

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B 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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

EP Wealth Advisors's CORO Position: Q3 2026 in Review

EP Wealth Advisors increased its iShares International Country Rotation Active ETF (CORO) stake by 43% in Q3 2026, buying an estimated $163K and bringing the position to 14,987 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

EP Wealth Advisors first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 452 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

EP Wealth Advisors held 14,987 shares of iShares International Country Rotation Active ETF worth $545K as of Q3 2026.
EP Wealth Advisors bought 4,480 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $163K.
iShares International Country Rotation Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #943 holding.
EP Wealth Advisors first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
EP Wealth Advisors's iShares International Country Rotation Active ETF position peaked at $1.07M in Q1 2026.
452 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.