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Cornerstone Planning Group’s Fidelity International Multifactor ETF FDEV Stock Holding History

Cornerstone Planning Group’s Portfolio FDEV Stock Details FDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.8K Sell
760
-1,039
-58% -$37.7K ﹤0.01% 573
2026
Q1 		$66K Sell
1,799
-191
-10% -$6.9K 0.01% 332
2025
Q4 		$72.3K Hold
1,990
– – 0.01% 269
2025
Q3 		$65.8K Buy
+1,990
New +$65.1K 0.01% 274

Other funds holding FDEV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Planning Group's FDEV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Fidelity International Multifactor ETF (FDEV) stake by 58% in Q2 2026, selling an estimated $37.7K and leaving 760 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Cornerstone Planning Group first reported a position in FDEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $72.3K in Q4 2025. 46 funds tracked by Wall St. Rank hold FDEV as of Q2 2026.

  • Cornerstone Planning Group held 760 shares of Fidelity International Multifactor ETF worth $27.8K as of Q2 2026.
  • Cornerstone Planning Group sold 1,039 Fidelity International Multifactor ETF shares in Q2 2026, an estimated $37.7K.
  • Fidelity International Multifactor ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #573 holding.
  • Cornerstone Planning Group first reported a position in Fidelity International Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Fidelity International Multifactor ETF position peaked at $72.3K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity International Multifactor ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.