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Upturn AI Summary
iShares International Country Rotation Active ETF(CORO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CORO
10/02/2026: CORO (4-star) is a WEAK-BUY. BUY for 98 days. Simulated Profits (2.70%). Updated daily EoD!
CORO is an actively managed ETF that rotates exposure across various international equity markets using a systematic, multi-factor model. Its primary strength lies in its ability to take active, data-driven positions in countries exhibiting favorable trends, providing a potential edge over static, low-cost passive indices. It is best used as a tactical piece of a broader portfolio for investors seeking to capture regional alpha. However, investors must monitor tracking error and the higher expense ratio, as well as the risk that the model may underperform during unusual market regimes. It is well-suited for growth-oriented investors comfortable with the volatility inherent in active international equity rotation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The rotation strategy may capture growth in emerging regions, but it does not specifically target growth-factor equities. |
| Momentum investor | Strong fit while signal remains positive | The fund's systematic model often incorporates momentum signals, making it suitable for those seeking trend-following country exposure. |
| Value investor | Mixed fit | The model considers valuation as a component, though it is not a pure-play value strategy. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation via rotation rather than consistent income generation. |
| Low-risk investor | Weak fit | The active rotation strategy and international exposure involve significant volatility and market risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated or intermediate retail investor seeking active, systematic international exposure to potentially enhance returns over passive indexing.
Suitability
CORO is best suited for long-term investors using it as a tactical, active-rotation component within a broader, globally diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | International markets can be subject to sharp price fluctuations driven by regional geopolitical and economic news. |
| Market risk | High | As an equity fund, it is fully exposed to systemic risks affecting global stock markets. |
| Concentration | Medium | The rotation strategy may result in temporary overweight positions in specific countries or regions. |
| Tracking/expense | Medium | Active management entails higher expense ratios compared to passive alternatives and the risk of underperforming the benchmark. |
| Liquidity | Medium | Lower trading volume for the ETF itself may impact execution costs during periods of market stress. |
| Business/sector quality | Medium | Performance relies on the effectiveness of the quantitative model's underlying logic rather than fundamental stock picking. |
Risk Analysis
Volatility
CORO exhibits moderate-to-high volatility, reflective of its exposure to both developed and emerging market equity cycles and the active nature of its portfolio changes.
Market Risk
Primary risks include geopolitical instability in emerging markets, currency devaluations, and global economic slowdowns affecting equity valuations across the portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets Equity ETFs (e.g., EFA, EWJ, EWP) | 60 | Provides diversified exposure to established international economies with developed financial systems. |
| Geography | Emerging Markets Equity ETFs (e.g., EEM, VWO) | 35 | Captures growth potential from developing nations that may offer higher risk/reward profiles. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for tactical portfolio rebalancing and operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 5.76% | Avg. Invested days 70 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $12.80B |
| Issuer | BlackRock |
| Expense Ratio | 0.5499999999999999% |
| Distribution Yield | 2.12% |
| Inception | Dec 3, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +19.80% |
| 1 Year | +25.65% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.65% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 52.03% |
| Large Cap | 35.59% |
| Mid Cap | 9.77% |
| Small Cap | 1.22% |
| Micro Cap | 0.07% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 26.15% |
| Technology | 21.91% |
| Industrials | 15.20% |
| Healthcare | 6.11% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 13.68x |
| Portfolio P/B | 2.17x |
| Portfolio P/S | 1.89x |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 4.90% |
| Samsung Electronics | 1.45% |
| SK Hynix | 1.39% |
| SK Hynix. American Depositary Shares | 1.34% |
| Banco Santander S.A | 1.32% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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