The firm’s new $43.16 million position in CORO marks its largest overseas equity allocation as of March 31, 2026.
West Wealth Group disclosed a $43.16 million stake in the iShares International Country Rotation Active ETF (CORO) in a May 11, 2026 SEC filing. The position, comprising 1.34 million shares, reflects the firm’s largest new overseas equity allocation for the quarter.
The CORO holding represents 8.5% of the firm’s reportable U.S. equity assets under management as of March 31, 2026. The ETF has outperformed the S&P 500 over the past year, rising 32% compared to the index’s 26% gain.
West Wealth’s top holdings also include domestic ETFs, with NYSEMKT: IVW and NYSEMKT: IVE leading at $53.06 million and $51.79 million, respectively.