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International Assets Investment Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

International Assets Investment Management’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9K Buy
+350
New +$20.3K ﹤0.01% 1597

Other funds holding UDIV

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

International Assets Investment Management's UDIV Position: Q2 2026 in Review

International Assets Investment Management opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2026: 350 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings.

10 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • International Assets Investment Management held 350 shares of Franklin US Core Dividend Tilt Index ETF worth $20.9K as of Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF was a new International Assets Investment Management position in Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1597 holding.
  • 10 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.