Patriot Financial Group Insurance Agency’s iShares International Country Rotation Active ETF CORO Stock Holding History

Patriot Financial Group Insurance Agency’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	$2.53M	Sell	68,996 -40,338	-37%	-$1.43M	0.26%	107
2026 Q1	$3.52M	Buy	+109,334	New	+$3.6M	0.2%	135

Other funds holding CORO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CORO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares International Country Rotation Active ETF (CORO) stake by 37% in Q2 2026, selling an estimated $1.43M and leaving 68,996 shares worth $2.53M. The position accounts for 0.26% of the portfolio, ranked #107.

Patriot Financial Group Insurance Agency first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.52M in Q1 2026. 280 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

Patriot Financial Group Insurance Agency held 68,996 shares of iShares International Country Rotation Active ETF worth $2.53M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 40,338 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $1.43M.
iShares International Country Rotation Active ETF made up 0.26% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #107 holding.
Patriot Financial Group Insurance Agency first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
Patriot Financial Group Insurance Agency's iShares International Country Rotation Active ETF position peaked at $3.52M in Q1 2026.
280 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.