Pacific Excel Wealth Advisors’s iShares International Country Rotation Active ETF CORO Stock Holding History

Pacific Excel Wealth Advisors’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	–	Sell	-24,128	Closed	-$776K	–	324
2026 Q1	$776K	Buy	+24,128	New	+$795K	0.82%	40

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

Pacific Excel Wealth Advisors's CORO Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares International Country Rotation Active ETF (CORO) in Q2 2026, closing a stake of 24,128 shares — an estimated $776K sold.

Pacific Excel Wealth Advisors first reported a position in CORO in Q1 2026 and held it in 1 quarter. The position peaked at $776K in Q1 2026. 407 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining iShares International Country Rotation Active ETF position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 24,128 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $776K.
Pacific Excel Wealth Advisors first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and held it in 1 quarter.
Pacific Excel Wealth Advisors's iShares International Country Rotation Active ETF position peaked at $776K in Q1 2026.
407 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.