M Holdings Securities’s iShares International Country Rotation Active ETF CORO Stock Holding History

M Holdings Securities’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	$668K	Buy	+18,368	New	+$649K	0.09%	109

Other funds holding CORO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

M Holdings Securities's CORO Position: Q2 2026 in Review

M Holdings Securities opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 18,368 shares worth $668K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings.

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

M Holdings Securities held 18,368 shares of iShares International Country Rotation Active ETF worth $668K as of Q2 2026.
iShares International Country Rotation Active ETF was a new M Holdings Securities position in Q2 2026.
iShares International Country Rotation Active ETF made up 0.09% of M Holdings Securities's portfolio in Q2 2026, its #109 holding.
407 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.