Cornerstone Planning Group’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Cornerstone Planning Group’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.21K	Buy	125 +1	+0.8%	+$65	﹤0.01%	952
2026 Q1	$8.12K	Hold	124	–	–	﹤0.01%	955
2025 Q4	$7.61K	Buy	124 +70	+130%	+$4.37K	﹤0.01%	859
2025 Q3	$3.41K	Hold	54	–	–	﹤0.01%	1043
2025 Q2	$3.33K	Hold	54	–	–	﹤0.01%	820
2025 Q1	$3.13K	Buy	54 +24	+80%	+$1.35K	﹤0.01%	868
2024 Q4	$1.65K	Buy	30 +1	+3%	+$58	﹤0.01%	841
2024 Q3	$1.69K	Hold	29	–	–	﹤0.01%	815
2024 Q2	$1.57K	Buy	+29	New	+$1.55K	﹤0.01%	836

Other funds holding NFRA

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cornerstone Planning Group increased its FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) stake by 0.81% in Q2 2026, buying an estimated $65 and bringing the position to 125 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Cornerstone Planning Group first reported a position in NFRA in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold NFRA as of Q2 2026.

Cornerstone Planning Group held 125 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $8.21K as of Q2 2026.
Cornerstone Planning Group bought 1 FlexShares STOXX Global Broad Infrastructure Index Fund share in Q2 2026, an estimated $65.
FlexShares STOXX Global Broad Infrastructure Index Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #952 holding.
Cornerstone Planning Group first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2026.

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