PWM
CORO

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
Q2 		$24.4M Buy
665,387
+51,887
+8% +$1.83M 0.38% 53
2026
Q1 		$19.7M Buy
+613,500
New +$20.2M 0.36% 61

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Perigon Wealth Management's CORO Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares International Country Rotation Active ETF (CORO) stake by 8.5% in Q2 2026, buying an estimated $1.83M and bringing the position to 665,387 shares worth $24.4M. The position accounts for 0.38% of the portfolio, ranked #53.

Perigon Wealth Management first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Perigon Wealth Management held 665,387 shares of iShares International Country Rotation Active ETF worth $24.4M as of Q2 2026.
  • Perigon Wealth Management bought 51,887 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $1.83M.
  • iShares International Country Rotation Active ETF made up 0.38% of Perigon Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Perigon Wealth Management first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.