Perigon Wealth Management
CORO icon

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
Q3 		$27M Buy
743,567
+78,180
+12% +$2.85M 0.42% 47
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Perigon Wealth Management's CORO Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares International Country Rotation Active ETF (CORO) stake by 12% in Q3 2026, buying an estimated $2.85M and bringing the position to 743,567 shares worth $27M. The position accounts for 0.42% of the portfolio, ranked #47.

Perigon Wealth Management first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • Perigon Wealth Management held 743,567 shares of iShares International Country Rotation Active ETF worth $27M as of Q3 2026.
  • Perigon Wealth Management bought 78,180 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $2.85M.
  • iShares International Country Rotation Active ETF made up 0.42% of Perigon Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Perigon Wealth Management first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.