MAM
CORO

Milestone Asset Management’s iShares International Country Rotation Active ETF CORO Stock Holding History

Milestone Asset Management’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 		$5.47M Buy
149,442
+21,652
+17% +$765K 0.86% 32
2026
Q1 		$4.11M Buy
+127,790
New +$4.21M 0.76% 37

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Milestone Asset Management's CORO Position: Q2 2026 in Review

Milestone Asset Management increased its iShares International Country Rotation Active ETF (CORO) stake by 17% in Q2 2026, buying an estimated $765K and bringing the position to 149,442 shares worth $5.47M. The position accounts for 0.86% of the portfolio, ranked #32.

Milestone Asset Management first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Milestone Asset Management held 149,442 shares of iShares International Country Rotation Active ETF worth $5.47M as of Q2 2026.
  • Milestone Asset Management bought 21,652 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $765K.
  • iShares International Country Rotation Active ETF made up 0.86% of Milestone Asset Management's portfolio in Q2 2026, its #32 holding.
  • Milestone Asset Management first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.