Embree Financial Purchased Shares Worth $13.1 Million in iShares' CORO. Is This ETF a Buy?
Key Points
Embree bought 415,137 shares, estimated at $13.12 million based on average quarterly price.
Post-trade stake totals 450,185 shares, valued at $14.47 million.
The position now represents 1.7% of 13F AUM, which places it outside the fund's top five holdings.
- 10 stocks we like better than BlackRock ETF Trust - iShares International Country Rotation Active ETF ›
What happened
According to an SEC filing dated April 23, 2026, Embree Financial Group increased its holdings in the iShares International Country Rotation Active ETF (NASDAQ:CORO) by 415,137 shares.
The estimated transaction value was $13.12 million, based on the average closing price for the first quarter of 2026. The position's quarter-end value rose by $13.39 million, which incorporates both trading activity and price changes.
What else to know
- This was a buy, lifting the CORO stake to 1.7% of Embree Financial Group's 13F reportable AUM as of March 31, 2026.
- Top five holdings after the filing:
- NASDAQ: QQQ: $58.44 million (6.9% of AUM)
- NYSEMKT: SPY: $48.10 million (5.7% of AUM)
- NYSEMKT: DYNF: $36.49 million (4.3% of AUM)
- NASDAQ: AAPL: $36.41 million (4.3% of AUM)
- NYSEMKT: PVAL: $35.50 million (4.2% of AUM)
- The transaction reflects a 1.55% change in 13F reportable AUM.
Company/ETF overview
| Metric | Value |
|---|---|
| Price (as of market close April 24, 2026) | $34.48 |
| Dividend yield | 2.37% |
| Expense ratio | 0.55% |
| AUM | $3.02 billion |
Company/ETF snapshot
- CORO is an actively managed exchange-traded fund (ETF) focused on international country rotation strategies.
- It generates revenue primarily through management fees and investment returns associated with the ETF's performance.
- The ETF targets institutional and individual investors seeking diversified international equity exposure with active country allocation.
iShares International Country Rotation Active ETF (CORO) is designed to provide investors with exposure to a dynamic portfolio of international equities, utilizing an active country rotation approach.
The fund leverages BlackRock's expertise in portfolio construction and risk management to optimize country allocations based on macroeconomic and market factors. This strategy aims to deliver enhanced risk-adjusted returns for investors seeking to capitalize on shifting global opportunities.
What this transaction means for investors
Chicago-based Embree Financial Group’s first-quarter purchase of additional shares in the CORO ETF suggests the advisory firm is bullish on the fund. Interestingly, other institutional investors, such as Kelly Financial Services and Triad Wealth Partners, also bought CORO in Q1.
The iShares International Country Rotation Active ETF is garnering institutional investor interest perhaps due to its excellent one-year performance of 43%. As an actively-managed fund, CORO seeks to deliver long-term capital appreciation through its BlackRock team’s proprietary analysis of countries exhibiting strong economic momentum.
As of April 24, CORO had only 28 holdings, which include internationally-focused ETFs such as the iShares MSCI Japan ETF (EWJ) and individual stocks such as Taiwan Semiconductor Manufacturing. The fund is heavily tilted towards the financial and technology sectors with nearly 44% of its holdings in these areas.
While its expense ratio is not cheap at 0.55%, the fund’s approach of rotating across international markets may appeal to active traders who seek the potential for outsized returns.
Should you buy stock in BlackRock ETF Trust - iShares International Country Rotation Active ETF right now?
Before you buy stock in BlackRock ETF Trust - iShares International Country Rotation Active ETF, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock ETF Trust - iShares International Country Rotation Active ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of April 27, 2026.
Robert Izquierdo has positions in Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
Recommended Articles
