XPN
CORO

XY Planning Network’s iShares International Country Rotation Active ETF CORO Stock Holding History

XY Planning Network’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 		$2.91M Buy
79,602
+21,181
+36% +$748K 0.37% 65
2026
Q1 		$1.91M Buy
+58,421
New +$1.92M 0.31% 79

Other funds holding CORO

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

XY Planning Network's CORO Position: Q2 2026 in Review

XY Planning Network increased its iShares International Country Rotation Active ETF (CORO) stake by 36% in Q2 2026, buying an estimated $748K and bringing the position to 79,602 shares worth $2.91M. The position accounts for 0.37% of the portfolio, ranked #65.

XY Planning Network first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • XY Planning Network held 79,602 shares of iShares International Country Rotation Active ETF worth $2.91M as of Q2 2026.
  • XY Planning Network bought 21,181 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $748K.
  • iShares International Country Rotation Active ETF made up 0.37% of XY Planning Network's portfolio in Q2 2026, its #65 holding.
  • XY Planning Network first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.