BCGM Wealth Opens $10.07 Million Stake in BlackRock’s Country-Rotation ETF
BCGM Wealth Management, LLC initiated a new position in CORO during the first quarter, acquiring 313,306 shares for an estimated $10.07 million based on quarterly average pricing, according to a May 5, 2026 SEC filing.
What happened
According to a filing with the Securities and Exchange Commission dated May 5, 2026, BCGM Wealth Management, LLC established a new position in BlackRock ETF Trust – iShares International Country Rotation Active ETF (CORO +1.19%) during the first quarter. The fund acquired 313,306 shares, with the estimated value of the trade at $10.07 million based on the period’s average price. The quarter-end value of the stake also totaled $10.07 million.
What else to know
- This was a new position for BCGM Wealth Management, LLC; the holding represents 2.53% of the fund’s reportable U.S. equity assets under management as of March 31, 2026.
- Top holdings after the filing:
- NYSEMKT:ITOT: $17.88 million (4.5% of AUM)
- NYSEMKT:IVV: $17.48 million (4.4% of AUM)
- NYSEMKT:JAVA: $14.98 million (3.8% of AUM)
- NASDAQ:QQQ: $13.65 million (3.4% of AUM)
- NYSEMKT:DYNF: $12.68 million (3.2% of AUM)
Company Overview
| Dividend Yield | 2.85% |
| Price (as of market close 2026-05-05) | $34.97 |
| Expense ratio | 0.55% |
| AUM | $3.6 billion |
Company Snapshot
- Offers an actively managed ETF focused on international country rotation strategies.
- Generates revenue through management fees and investment income derived from the ETF’s underlying portfolio.
- Targets institutional and individual investors seeking diversified exposure to international equities using active country allocation.
BlackRock ETF Trust – iShares International Country Rotation Active ETF is designed to provide investors with dynamic exposure to international equity markets through an actively managed country rotation approach. The fund leverages BlackRock’s investment expertise to identify and allocate capital to countries with attractive risk-return profiles. This strategy aims to enhance portfolio diversification and capitalize on shifting global market trends.
BlackRock ETF Trust – iShares International Country Rotation Active ETF
Today’s Change
(1.19%) $0.41
Current Price
$34.97
Key Data Points
Day’s Range
$34.80 – $35.09
52wk Range
$26.38 – $36.55
Volume
433K
What this transaction means for investors
The CORO ETF is a “fund-of-funds” that holds country-specific ETFs—Japan’s EWJ, Canada’s EWC, and others—then actively rotates the allocations based on BlackRock’s quantitative signals about which markets look strongest. Instead of locking into a static international index, you’re betting BlackRock can shift country weights at the right time to capture momentum.
The fund launched in December 2024, so it’s just over a year old. In that short window, CORO has crushed the S&P 500, while charging a 0.55% expense ratio and yielding 2.85%. BCGM Wealth Management initiated this $10.07 million position in Q1 2026, and they weren’t alone. Institutional investors piled into CORO during Q1, making it one of the quarter’s most popular new ETF buys among wealth managers.
The catch: One year isn’t enough time to prove the active rotation actually delivers returns net of fees over full market cycles. An investment like this works if you want international exposure with tactical country tilts and you trust BlackRock’s model. If the rotation doesn’t add value beyond a cheaper passive international fund, you’re paying 0.55% for nothing.
Sara Appino has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
