CreativeOne Wealth Buys $55 Million of BlackRock’s CORO ETF After Benchmark-Beating Year

Overview

• CreativeOne Wealth, which disclosed Friday it bought 1,708,547 CORO shares, invested an estimated $54.93 million based on the quarter’s average price.
• CORO delivered a 31.4% one-year return as of May 15, topping its MSCI ACWI ex‑U.S. benchmark by more than six percentage points.
• The ETF has roughly $3.7 billion in assets with a $35.16 share price and a 2% yield as of May 15.
• Launched in December 2024, the actively managed fund rotates across countries using BlackRock research to shift exposure as market conditions change.
• Current positioning leans toward Japan, Canada, the U.K., South Korea, and China, with financials and technology making up about 45% of holdings.