Lantz Financial’s iShares International Country Rotation Active ETF CORO Stock Holding History

Lantz Financial’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	$2.25M	Buy	+61,472	New	+$2.17M	0.41%	66

Other funds holding CORO

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Lantz Financial's CORO Position: Q2 2026 in Review

Lantz Financial opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 61,472 shares worth $2.25M. The stake represents 0.41% of the portfolio and ranks #66 among its holdings.

94 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

Lantz Financial held 61,472 shares of iShares International Country Rotation Active ETF worth $2.25M as of Q2 2026.
iShares International Country Rotation Active ETF was a new Lantz Financial position in Q2 2026.
iShares International Country Rotation Active ETF made up 0.41% of Lantz Financial's portfolio in Q2 2026, its #66 holding.
94 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.