Concord Wealth Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Concord Wealth Partners’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	$62.4K	Buy	+1,538	New	+$62.8K	0.01%	335
2026 Q1	–	Sell	-1,538	Closed	-$56.6K	–	547
2025 Q4	$56.6K	Hold	1,538	–	–	0.01%	312
2025 Q3	$53.4K	Hold	1,538	–	–	0.01%	326
2025 Q2	$50.1K	Hold	1,538	–	–	0.01%	342
2025 Q1	$49.8K	Buy	+1,538	New	+$48.8K	0.01%	319

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

Concord Wealth Partners's LVHI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 1,538 shares worth $62.4K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LVHI as recently as Q4 2025.

Concord Wealth Partners first reported a position in LVHI in Q1 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Concord Wealth Partners held 1,538 shares of Franklin International Low Volatility High Dividend Index ETF worth $62.4K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Concord Wealth Partners position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #335 holding.
Concord Wealth Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.