Birchcreek Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Birchcreek Wealth Management’s Portfolio DIVI Stock Details DIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,830	Closed	-$557K	–	128
2024 Q2	$557K	Sell	17,830 -760	-4%	-$24.3K	0.31%	75
2024 Q1	$598K	Buy	18,590 +1,920	+12%	+$59.6K	0.31%	74
2023 Q4	$512K	Buy	16,670 +3,348	+25%	+$95.9K	0.31%	76
2023 Q3	$372K	Buy	+13,322	New	+$386K	0.25%	92

Other funds holding DIVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Birchcreek Wealth Management's DIVI Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q3 2024, closing a stake of 17,830 shares — an estimated $557K sold.

Birchcreek Wealth Management first reported a position in DIVI in Q3 2023 and held it in 4 quarters. The position peaked at $598K in Q1 2024. 116 funds tracked by Wall St. Rank hold DIVI as of Q3 2024.

Birchcreek Wealth Management reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 17,830 Franklin International Core Dividend Tilt Index ETF shares in Q3 2024, an estimated $557K.
Birchcreek Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2023 and held it in 4 quarters.
Birchcreek Wealth Management's Franklin International Core Dividend Tilt Index ETF position peaked at $598K in Q1 2024.
116 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.