IFG Advisory’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

IFG Advisory’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	$1.96M	Buy	+48,196	New	+$1.97M	0.07%	296
2026 Q1	–	Sell	-34,699	Closed	-$1.28M	–	671
2025 Q4	$1.28M	Buy	34,699 +12,561	+57%	+$452K	0.06%	319
2025 Q3	$769K	Buy	22,138 +3,783	+21%	+$129K	0.04%	407
2025 Q2	$597K	Buy	18,355 +5,974	+48%	+$192K	0.03%	439
2025 Q1	$401K	Buy	+12,381	New	+$393K	0.02%	487
2020 Q2	–	Sell	-10,844	Closed	-$224K	–	391
2020 Q1	$224K	Sell	10,844 -1,000	-8%	-$24.9K	0.05%	323
2019 Q4	$316K	Sell	11,844 -380	-3%	-$10.3K	0.06%	304
2019 Q3	$326K	Buy	+12,224	New	+$319K	0.06%	286

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

IFG Advisory's LVHI Position: Q2 2026 in Review

IFG Advisory opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 48,196 shares worth $1.96M. The stake represents 0.07% of the portfolio and ranks #296 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LVHI as recently as Q4 2025.

IFG Advisory first reported a position in LVHI in Q3 2019 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

IFG Advisory held 48,196 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.96M as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new IFG Advisory position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #296 holding.
IFG Advisory first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2019 and has held it in 8 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.