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Cornerstone Planning Group’s BNY Mellon Emerging Markets Equity ETF BKEM Stock Holding History

Cornerstone Planning Group’s Portfolio BKEM Stock Details BKEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,280
Closed -$63.3K – 1836
2025
Q4 		$63.3K Buy
+2,280
New +$56.3K 0.01% 294

Other funds holding BKEM

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cornerstone Planning Group's BKEM Position: Q1 2026 in Review

Cornerstone Planning Group sold out of BNY Mellon Emerging Markets Equity ETF (BKEM) in Q1 2026, closing a stake of 2,280 shares — an estimated $63.3K sold.

Cornerstone Planning Group first reported a position in BKEM in Q4 2025 and held it in 1 quarter. The position peaked at $63.3K in Q4 2025. 27 funds tracked by Wall St. Rank hold BKEM as of Q1 2026.

  • Cornerstone Planning Group reported no remaining BNY Mellon Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2,280 BNY Mellon Emerging Markets Equity ETF shares in Q1 2026, an estimated $63.3K.
  • Cornerstone Planning Group first reported a position in BNY Mellon Emerging Markets Equity ETF in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's BNY Mellon Emerging Markets Equity ETF position peaked at $63.3K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Emerging Markets Equity ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.