Perigon Wealth Management’s iShares International Country Rotation Active ETF CORO Stock Holding History

Perigon Wealth 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 Q1	$19.7M	Buy	+613,500	New	+$20.2M	0.36%	61

Other funds holding CORO

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 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 $18.5B AUM 19.51% 1-Year Est. Return

Perigon Wealth Management's CORO Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in iShares International Country Rotation Active ETF (CORO) in Q1 2026: 613,500 shares worth $19.7M. The stake represents 0.36% of the portfolio and ranks #61 among its holdings.

218 funds tracked by Wall St. Rank hold CORO as of Q1 2026.

Perigon Wealth Management held 613,500 shares of iShares International Country Rotation Active ETF worth $19.7M as of Q1 2026.
iShares International Country Rotation Active ETF was a new Perigon Wealth Management position in Q1 2026.
iShares International Country Rotation Active ETF made up 0.36% of Perigon Wealth Management's portfolio in Q1 2026, its #61 holding.
218 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.