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

&Partners’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	$16M	Buy	+434,646	New	+$15.4M	0.07%	274

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

&Partners's CORO Position: Q2 2026 in Review

&Partners opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 434,646 shares worth $16M. The stake represents 0.07% of the portfolio and ranks #274 among its holdings.

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

&Partners held 434,646 shares of iShares International Country Rotation Active ETF worth $16M as of Q2 2026.
iShares International Country Rotation Active ETF was a new &Partners position in Q2 2026.
iShares International Country Rotation Active ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #274 holding.
407 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

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