MC
CORO

McMorgan & Co’s iShares International Country Rotation Active ETF CORO Stock Holding History

McMorgan & Co’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 		$36.8M Buy
1,006,205
+211,702
+27% +$7.48M 5.55% 6
2026
Q1 		$25.5M Buy
+794,503
New +$26.2M 4.13% 7

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

McMorgan & Co's CORO Position: Q2 2026 in Review

McMorgan & Co increased its iShares International Country Rotation Active ETF (CORO) stake by 27% in Q2 2026, buying an estimated $7.48M and bringing the position to 1,006,205 shares worth $36.8M. The position accounts for 5.55% of the portfolio, ranked #6.

McMorgan & Co first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • McMorgan & Co held 1,006,205 shares of iShares International Country Rotation Active ETF worth $36.8M as of Q2 2026.
  • McMorgan & Co bought 211,702 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $7.48M.
  • iShares International Country Rotation Active ETF made up 5.55% of McMorgan & Co's portfolio in Q2 2026, its #6 holding.
  • McMorgan & Co first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.