Clarus Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Clarus 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
2026 Q1	$394K	Hold	9,725	–	–	0.14%	66
2025 Q4	$358K	Hold	9,725	–	–	0.13%	71
2025 Q3	$338K	Hold	9,725	–	–	0.12%	75
2025 Q2	$317K	Hold	9,725	–	–	0.12%	76
2025 Q1	$315K	Hold	9,725	–	–	0.12%	72
2024 Q4	$297K	Sell	9,725 -25	-0.3%	-$774	0.11%	80
2024 Q3	$303K	Sell	9,750 -369	-4%	-$11.2K	0.13%	85
2024 Q2	$300K	Buy	+10,119	New	+$302K	0.13%	86

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarus Group's LVHI Position: Q1 2026 in Review

Clarus Group held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q1 2026 at 9,725 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #66.

Clarus Group first reported a position in LVHI in Q2 2024 and has held it in 8 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Clarus Group held 9,725 shares of Franklin International Low Volatility High Dividend Index ETF worth $394K as of Q1 2026.
Clarus Group left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.14% of Clarus Group's portfolio in Q1 2026, its #66 holding.
Clarus Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 8 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.