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

Goldstein 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
Q3 		$747K Sell
17,516
-25
-0.1% -$1.09K 0.07% 98
2026
Q2 		$749K Sell
17,541
-705
-4% -$29.9K 0.07% 101
2026
Q1 		$726K Sell
18,246
-105
-0.6% -$4.28K 0.08% 82
2025
Q4 		$714K Sell
18,351
-78
-0.4% -$2.98K 0.08% 84
2025
Q3 		$688K Buy
18,429
+1,633
+10% +$59.5K 0.08% 81
2025
Q2 		$599K Sell
16,796
-93
-0.6% -$3.16K 0.08% 82
2025
Q1 		$550K Sell
16,889
-890
-5% -$28.5K 0.08% 86
2024
Q4 		$534K Sell
17,779
-10,012
-36% -$314K 0.08% 88
2024
Q3 		$922K Sell
27,791
-433,554
-94% -$13.9M 0.14% 58
2024
Q2 		$14.4M Buy
461,345
+12,210
+3% +$391K 2.41% 13
2024
Q1 		$14.5M Buy
449,135
+30,663
+7% +$952K 2.47% 13
2023
Q4 		$12.9M Buy
418,472
+15,926
+4% +$456K 2.17% 13
2023
Q3 		$11.2M Buy
402,546
+30,581
+8% +$887K 2.35% 14
2023
Q2 		$10.9M Sell
371,965
-30,731
-8% -$900K 2.28% 14
2023
Q1 		$11.6M Buy
+402,696
New +$11.4M 2.55% 14

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
First Hawaiian Bank
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Ridgeline Wealth Planning
Ridgeline Wealth Planning Centerville, Ohio $174M AUM 16.24% 1-Year Est. Return

Goldstein Advisors's DIVI Position: Q3 2026 in Review

Goldstein Advisors reduced its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 0.14% in Q3 2026, selling an estimated $1.09K and leaving 17,516 shares worth $747K. The position accounts for 0.07% of the portfolio, ranked #98.

Goldstein Advisors first reported a position in DIVI in Q1 2023 and has held it in 15 quarters since. The position peaked at $14.5M in Q1 2024. 77 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

  • Goldstein Advisors held 17,516 shares of Franklin International Core Dividend Tilt Index ETF worth $747K as of Q3 2026.
  • Goldstein Advisors sold 25 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $1.09K.
  • Franklin International Core Dividend Tilt Index ETF made up 0.07% of Goldstein Advisors's portfolio in Q3 2026, its #98 holding.
  • Goldstein Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Goldstein Advisors's Franklin International Core Dividend Tilt Index ETF position peaked at $14.5M in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.