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Institutional Financial Analysis

Home/Briefs/institutional investing
BriefApril 14, 2026 · 10:39 PM

Kelly Financial Allocated 6.9% of Reportable Assets to iShares International Country Rotation ETF

Kelly Financial Services LLC now holds a position in the iShares International Country Rotation Active ETF (CORO) that represents 6.91% of its $413.89 million in 13F reportable assets. The firm purchased 891,885 shares during the first quarter of 2026 for an estimated $28.58 million. The fund rotates allocations across international equity markets based on economic momentum. The fund charges an expense ratio of 0.55%.

Hayden Whitfield
Institutional InvestingETF AllocationsAsset Management

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Apr 14

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