On April 8, 2026, Sharkey, Howes & Javer disclosed a new position in the iShares International Country Rotation Active ETF (CORO), acquiring 260,697 shares valued at approximately $8.38 million. This investment represents 1.13% of the firm’s 13F reportable assets, indicating a strategic shift towards active international equity exposure.
The move is significant as CORO has outperformed the S&P 500 over the past year, boasting a 40% increase compared to the index’s 24% gain. With a focus on actively managed country rotation strategies, CORO aims to leverage macroeconomic signals for enhanced risk-adjusted returns. The fund’s recent performance, achieving around 31% total returns against a 25% benchmark, underscores its potential for alpha generation through selective international investments.
For market professionals, this transaction signals a growing confidence in active management strategies within international markets, suggesting a shift away from passive investment approaches and an opportunity to capitalize on diverse global equity dynamics.
Source: fool.com