LWM
DIEM icon

Liberty Wealth Management’s Franklin Emerging Market Core Dividend Tilt Index ETF DIEM Stock Holding History

Liberty Wealth Management’s Portfolio DIEM Stock Details DIEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-540
Closed -$16K – 393
2021
Q3 		$16K Hold
540
– – 0.01% 702
2021
Q2 		$17K Hold
540
– – 0.01% 539
2021
Q1 		$16K Hold
540
– – 0.01% 498
2020
Q4 		$16K Hold
540
– – 0.01% 495
2020
Q3 		$14K Hold
540
– – 0.01% 460
2020
Q2 		$13K Sell
540
-37
-6% -$883 0.01% 447
2020
Q1 		$13K Sell
577
-16,324
-97% -$436K 0.01% 421
2019
Q4 		$503K Sell
16,901
-142,184
-89% -$4.21M 0.4% 49
2019
Q3 		$4.6M Sell
159,085
-1,297
-0.8% -$37.5K 4.36% 3
2019
Q2 		$4.8M Buy
160,382
+2,922
+2% +$86K 4.21% 4
2019
Q1 		$4.67M Buy
157,460
+722
+0.5% +$21.3K 3.52% 4
2018
Q4 		$4.42M Buy
+156,738
New +$4.53M 3.3% 5

Other funds holding DIEM

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return