SF
CORO

SWP Financial’s iShares International Country Rotation Active ETF CORO Stock Holding History

SWP Financial’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 		$6M Sell
163,833
-4,174
-2% -$147K 2.77% 8
2026
Q1 		$5.4M Buy
+168,007
New +$5.53M 2.75% 9

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $21.5B AUM 26.98% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

SWP Financial's CORO Position: Q2 2026 in Review

SWP Financial reduced its iShares International Country Rotation Active ETF (CORO) stake by 2.5% in Q2 2026, selling an estimated $147K and leaving 163,833 shares worth $6M. The position accounts for 2.77% of the portfolio, ranked #8.

SWP Financial first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • SWP Financial held 163,833 shares of iShares International Country Rotation Active ETF worth $6M as of Q2 2026.
  • SWP Financial sold 4,174 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $147K.
  • iShares International Country Rotation Active ETF made up 2.77% of SWP Financial's portfolio in Q2 2026, its #8 holding.
  • SWP Financial first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.