Blake Schutter Theil Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	30,386 +106	+0.4%	+$4.33K	0.83%	24
2026 Q1	$1.23M	Buy	30,280 +3,113	+11%	+$122K	1%	20
2025 Q4	$1M	Buy	27,167 +4,026	+17%	+$145K	0.82%	26
2025 Q3	$804K	Buy	23,141 +70	+0.3%	+$2.38K	0.8%	32
2025 Q2	$751K	Sell	23,071 -788	-3%	-$25.3K	0.85%	29
2025 Q1	$772K	Buy	23,859 +12,407	+108%	+$393K	0.88%	31
2024 Q4	$350K	Buy	11,452 +50	+0.4%	+$1.55K	0.37%	80
2024 Q3	$354K	Buy	+11,402	New	+$347K	0.25%	110

Other funds holding LVHI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's LVHI Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.35% in Q2 2026, buying an estimated $4.33K and bringing the position to 30,386 shares worth $1.23M. The position accounts for 0.83% of the portfolio, ranked #24.

Blake Schutter Theil Wealth Advisors first reported a position in LVHI in Q3 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 30,386 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.23M as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 106 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $4.33K.
Franklin International Low Volatility High Dividend Index ETF made up 0.83% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 8 quarters since.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.