The firm’s new position in the actively managed international ETF reflects a bet on its 30% annual outperformance over the S&P 500.
CreativeOne Wealth disclosed a $54.93 million stake in BlackRock’s iShares International Country Rotation Active ETF (NASDAQ:CORO), purchasing 1.71 million shares. The transaction, based on first-quarter average pricing, marks the firm’s entry into the actively managed international equity fund.
CORO has gained 30% over the past year, surpassing the S&P 500’s 25% return. The ETF employs a dynamic country rotation strategy, adjusting allocations to capitalize on global macroeconomic trends. Top holdings in CreativeOne Wealth’s portfolio include AAPL ($102.87 million) and VEA ($101.05 million).
The filing, dated May 15, 2026, highlights institutional interest in CORO’s active management approach amid strong recent performance.