Cornerstone Planning Group’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.1K	Hold	442	–	–	0.01%	460
2026 Q1	$38K	Buy	442 +1	+0.2%	+$81	0.01%	471
2025 Q4	$36.5K	Sell	441 -51	-10%	-$4.06K	0.01%	419
2025 Q3	$39.2K	Buy	492 +1	+0.2%	+$74	0.01%	397
2025 Q2	$35.5K	Buy	491 +1	+0.2%	+$65	0.01%	295
2025 Q1	$30K	Buy	490 +197	+67%	+$13.2K	0.01%	322
2024 Q4	$19.9K	Buy	293 +1	+0.3%	+$67	﹤0.01%	311
2024 Q3	$19.2K	Buy	292 +1	+0.3%	+$63	0.01%	303
2024 Q2	$17.1K	Buy	+291	New	+$17.2K	﹤0.01%	341

Other funds holding QLC

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

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

Cornerstone Planning Group held its FlexShares US Quality Large Cap Index Fund (QLC) position steady in Q2 2026 at 442 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #460.

Cornerstone Planning Group first reported a position in QLC in Q2 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold QLC as of Q2 2026.

Cornerstone Planning Group held 442 shares of FlexShares US Quality Large Cap Index Fund worth $40.1K as of Q2 2026.
Cornerstone Planning Group left its FlexShares US Quality Large Cap Index Fund share count unchanged in Q2 2026.
FlexShares US Quality Large Cap Index Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #460 holding.
Cornerstone Planning Group first reported a position in FlexShares US Quality Large Cap Index Fund in Q2 2024 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2026.

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