Plancorp LLC’s iShares International Country Rotation Active ETF CORO Stock Holding History

Plancorp LLC’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	$25.1M	Buy	+705,853	New	+$24.9M	0.61%	24

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

Plancorp LLC's CORO Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 705,853 shares worth $25.1M. The stake represents 0.61% of the portfolio and ranks #24 among its holdings.

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

Plancorp LLC held 705,853 shares of iShares International Country Rotation Active ETF worth $25.1M as of Q2 2026.
iShares International Country Rotation Active ETF was a new Plancorp LLC position in Q2 2026.
iShares International Country Rotation Active ETF made up 0.61% of Plancorp LLC's portfolio in Q2 2026, its #24 holding.
408 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.