Legacy Advisory Services
CORO icon

Legacy Advisory Services’s iShares International Country Rotation Active ETF CORO Stock Holding History

Legacy Advisory Services’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 		$2.14M Buy
+58,792
New +$2.14M 1.53% 16

Other funds holding CORO

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Legacy Advisory Services's CORO Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares International Country Rotation Active ETF (CORO) in Q3 2026: 58,792 shares worth $2.14M. The stake represents 1.53% of the portfolio and ranks #16 among its holdings.

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

  • Legacy Advisory Services held 58,792 shares of iShares International Country Rotation Active ETF worth $2.14M as of Q3 2026.
  • iShares International Country Rotation Active ETF was a new Legacy Advisory Services position in Q3 2026.
  • iShares International Country Rotation Active ETF made up 1.53% of Legacy Advisory Services's portfolio in Q3 2026, its #16 holding.
  • 156 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.