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

SWMG 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	$8.92M	Buy	+248,754	New	+$8.79M	2.1%	13

Other funds holding CORO

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

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

Commonwealth Equity Services

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

SWMG LLC's CORO Position: Q2 2026 in Review

SWMG LLC opened a new position in iShares International Country Rotation Active ETF (CORO) in Q2 2026: 248,754 shares worth $8.92M. The stake represents 2.1% of the portfolio and ranks #13 among its holdings.

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

SWMG LLC held 248,754 shares of iShares International Country Rotation Active ETF worth $8.92M as of Q2 2026.
iShares International Country Rotation Active ETF was a new SWMG LLC position in Q2 2026.
iShares International Country Rotation Active ETF made up 2.1% of SWMG LLC's portfolio in Q2 2026, its #13 holding.
207 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.