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

KWB Wealth’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	$41.8M	Buy	+1,150,732	New	+$41.9M	3.57%	4

Other funds holding CORO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth's CORO Position: Q3 2026 in Review

KWB Wealth opened a new position in iShares International Country Rotation Active ETF (CORO) in Q3 2026: 1,150,732 shares worth $41.8M. The stake represents 3.57% of the portfolio and ranks #4 among its holdings.

130 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

KWB Wealth held 1,150,732 shares of iShares International Country Rotation Active ETF worth $41.8M as of Q3 2026.
iShares International Country Rotation Active ETF was a new KWB Wealth position in Q3 2026.
iShares International Country Rotation Active ETF made up 3.57% of KWB Wealth's portfolio in Q3 2026, its #4 holding.
130 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.