WA
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Waverly Advisors’s iShares International Country Rotation Active ETF CORO Stock Holding History

Waverly Advisors’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 		$9.89M Buy
270,176
+63,922
+31% +$2.26M 0.06% 299
2026
Q1 		$6.63M Buy
+206,254
New +$6.79M 0.05% 342

Other funds holding CORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Waverly Advisors's CORO Position: Q2 2026 in Review

Waverly Advisors increased its iShares International Country Rotation Active ETF (CORO) stake by 31% in Q2 2026, buying an estimated $2.26M and bringing the position to 270,176 shares worth $9.89M. The position accounts for 0.06% of the portfolio, ranked #299.

Waverly Advisors 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.

  • Waverly Advisors held 270,176 shares of iShares International Country Rotation Active ETF worth $9.89M as of Q2 2026.
  • Waverly Advisors bought 63,922 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $2.26M.
  • iShares International Country Rotation Active ETF made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #299 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.