CIBC Private Wealth Group
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CIBC Private Wealth Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$109K Buy
+2,970
New +$107K ﹤0.01% 1470
2025
Q2 		– Sell
-422
Closed -$12.2K – 3220
2025
Q1 		$12.2K Buy
+422
New +$13.4K ﹤0.01% 2172
2024
Q4 		– Sell
-6,000
Closed -$186K – 3097
2024
Q3 		$186K Buy
+6,000
New +$183K ﹤0.01% 1221

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's LVHI Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2025: 2,970 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in LVHI as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in LVHI in Q3 2024 and has held it in 3 quarters since. The position peaked at $186K in Q3 2024. 279 funds tracked by Wall St. Rank hold LVHI as of Q4 2025.

  • CIBC Private Wealth Group held 2,970 shares of Franklin International Low Volatility High Dividend Index ETF worth $109K as of Q4 2025.
  • Franklin International Low Volatility High Dividend Index ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1470 holding.
  • CIBC Private Wealth Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $186K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.