Cascade Wealth Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Cascade Wealth Advisors’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
2026 Q2	$390K	Buy	8,720 +1,000	+13%	+$42.5K	0.16%	52
2026 Q1	$331K	Hold	7,720	–	–	0.15%	49
2025 Q4	$318K	Hold	7,720	–	–	0.15%	49
2025 Q3	$296K	Hold	7,720	–	–	0.15%	52
2025 Q2	$280K	Buy	+7,720	New	+$263K	0.16%	47

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Cascade Wealth Advisors's DIVI Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 13% in Q2 2026, buying an estimated $42.5K and bringing the position to 8,720 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #52.

Cascade Wealth Advisors first reported a position in DIVI in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

Cascade Wealth Advisors held 8,720 shares of Franklin International Core Dividend Tilt Index ETF worth $390K as of Q2 2026.
Cascade Wealth Advisors bought 1,000 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $42.5K.
Franklin International Core Dividend Tilt Index ETF made up 0.16% of Cascade Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Cascade Wealth Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.