LFG
CORO

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

Lockerman Financial Group’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 		$347K Buy
+9,479
New +$335K 0.53% 52

Other funds holding CORO

PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lockerman Financial Group's CORO Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 9,479 shares worth $347K. The stake represents 0.53% of the portfolio and ranks #52 among its holdings.

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

  • Lockerman Financial Group held 9,479 shares of iShares International Country Rotation Active ETF worth $347K as of Q2 2026.
  • iShares International Country Rotation Active ETF was a new Lockerman Financial Group position in Q2 2026.
  • iShares International Country Rotation Active ETF made up 0.53% of Lockerman Financial Group's portfolio in Q2 2026, its #52 holding.
  • 69 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.