TF
CORO

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

Theory 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 		$3.3M Sell
90,283
-287
-0.3% -$10.1K 1.04% 34
2026
Q1 		$2.91M Buy
+90,570
New +$2.98M 1.02% 33

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

Theory Financial's CORO Position: Q2 2026 in Review

Theory Financial reduced its iShares International Country Rotation Active ETF (CORO) stake by 0.32% in Q2 2026, selling an estimated $10.1K and leaving 90,283 shares worth $3.3M. The position accounts for 1.04% of the portfolio, ranked #34.

Theory Financial 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.

  • Theory Financial held 90,283 shares of iShares International Country Rotation Active ETF worth $3.3M as of Q2 2026.
  • Theory Financial sold 287 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $10.1K.
  • iShares International Country Rotation Active ETF made up 1.04% of Theory Financial's portfolio in Q2 2026, its #34 holding.
  • Theory Financial 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 Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.