HP
CORO

Holistic Planning’s iShares International Country Rotation Active ETF CORO Stock Holding History

Holistic Planning’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 		$7.53M Buy
205,733
+198,085
+2,590% +$7M 1.17% 18
2026
Q1 		$246K Buy
+7,648
New +$252K 0.05% 264

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

Holistic Planning's CORO Position: Q2 2026 in Review

Holistic Planning increased its iShares International Country Rotation Active ETF (CORO) stake by 2,590% in Q2 2026, buying an estimated $7M and bringing the position to 205,733 shares worth $7.53M. The position accounts for 1.17% of the portfolio, ranked #18.

Holistic Planning first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Holistic Planning held 205,733 shares of iShares International Country Rotation Active ETF worth $7.53M as of Q2 2026.
  • Holistic Planning bought 198,085 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $7M.
  • iShares International Country Rotation Active ETF made up 1.17% of Holistic Planning's portfolio in Q2 2026, its #18 holding.
  • Holistic Planning first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.