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IFC & Insurance Marketing’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-6,476
Closed -$238K – 431
2025
Q4 		$238K Buy
+6,476
New +$233K 0.24% 51

Other funds holding LVHI

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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC & Insurance Marketing's LVHI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2026, closing a stake of 6,476 shares — an estimated $238K sold.

IFC & Insurance Marketing first reported a position in LVHI in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 6,476 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $238K.
  • IFC & Insurance Marketing first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Franklin International Low Volatility High Dividend Index ETF position peaked at $238K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.