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Caldwell Trust’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-917
Closed -$30.4K – 715
2024
Q3 		$30.4K Buy
+917
New +$29.5K ﹤0.01% 505

Other funds holding DIVI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Caldwell Trust's DIVI Position: Q4 2024 in Review

Caldwell Trust sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q4 2024, closing a stake of 917 shares — an estimated $30.4K sold.

Caldwell Trust first reported a position in DIVI in Q3 2024 and held it in 1 quarter. The position peaked at $30.4K in Q3 2024. 130 funds tracked by Wall St. Rank hold DIVI as of Q4 2024.

  • Caldwell Trust reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 917 Franklin International Core Dividend Tilt Index ETF shares in Q4 2024, an estimated $30.4K.
  • Caldwell Trust first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2024 and held it in 1 quarter.
  • Caldwell Trust's Franklin International Core Dividend Tilt Index ETF position peaked at $30.4K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.