EWM
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Evermay Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Evermay Wealth Management’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Hold
253
– – ﹤0.01% 499
2026
Q1 		$10.8K Buy
+253
New +$10.8K ﹤0.01% 458

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evermay Wealth Management's LVHD Position: Q2 2026 in Review

Evermay Wealth Management held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 253 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Evermay Wealth Management first reported a position in LVHD in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Evermay Wealth Management held 253 shares of Franklin US Low Volatility High Dividend Index ETF worth $11.1K as of Q2 2026.
  • Evermay Wealth Management left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Evermay Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

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