Hoxton Planning & Management
CORO icon

Hoxton Planning & Management’s iShares International Country Rotation Active ETF CORO Stock Holding History

Hoxton Planning & Management’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 		$4.67M Buy
128,601
+68,248
+113% +$2.49M 1.19% 22
2026
Q2 		$2.21M Buy
+60,353
New +$2.13M 0.58% 36

Other funds holding CORO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Hoxton Planning & Management's CORO Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares International Country Rotation Active ETF (CORO) stake by 113% in Q3 2026, buying an estimated $2.49M and bringing the position to 128,601 shares worth $4.67M. The position accounts for 1.19% of the portfolio, ranked #22.

Hoxton Planning & Management first reported a position in CORO in Q2 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • Hoxton Planning & Management held 128,601 shares of iShares International Country Rotation Active ETF worth $4.67M as of Q3 2026.
  • Hoxton Planning & Management bought 68,248 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $2.49M.
  • iShares International Country Rotation Active ETF made up 1.19% of Hoxton Planning & Management's portfolio in Q3 2026, its #22 holding.
  • Hoxton Planning & Management first reported a position in iShares International Country Rotation Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.