Global Retirement Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Global Retirement 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	$1.86M	Buy	+45,952	New	+$1.88M	0.03%	512
2025 Q4	$1.68M	Buy	45,648 +5,395	+13%	+$194K	0.03%	484
2025 Q3	$1.4M	Buy	40,253 +1,780	+5%	+$60.5K	0.03%	444
2025 Q2	$1.25M	Buy	+38,473	New	+$1.23M	0.03%	447
2024 Q4	$97.5K	Buy	3,194 +106	+3%	+$3.28K	﹤0.01%	1281
2024 Q3	$96K	Buy	3,088 +2,951	+2,154%	+$89.8K	﹤0.01%	1261
2024 Q2	$4.06K	Hold	137	–	–	﹤0.01%	2698
2024 Q1	$4.08K	Hold	137	–	–	﹤0.01%	2478
2023 Q4	$3.8K	Hold	137	–	–	﹤0.01%	2434
2023 Q3	$3.63K	Hold	137	–	–	﹤0.01%	2306
2023 Q2	$3.73K	Buy	+137	New	+$3.75K	﹤0.01%	2322

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

Global Retirement Partners's LVHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 45,952 shares worth $1.86M. The stake represents 0.03% of the portfolio and ranks #512 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LVHI as recently as Q4 2025.

Global Retirement Partners first reported a position in LVHI in Q2 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Global Retirement Partners held 45,952 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.86M as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Global Retirement Partners position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #512 holding.
Global Retirement Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.