Independent Advisor Alliance’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Independent Advisor Alliance’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	$204K	Sell	5,031 -255,734	-98%	-$10.4M	﹤0.01%	975
2026 Q1	$10.6M	Buy	+260,765	New	+$10.3M	0.11%	160
2025 Q1	–	Sell	-8,844	Closed	-$270K	–	1147
2024 Q4	$270K	Buy	+8,844	New	+$274K	﹤0.01%	1171

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

Independent Advisor Alliance's LVHI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 98% in Q2 2026, selling an estimated $10.4M and leaving 5,031 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Independent Advisor Alliance first reported a position in LVHI in Q4 2024 and has held it in 3 quarters since. The position peaked at $10.6M in Q1 2026. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Independent Advisor Alliance held 5,031 shares of Franklin International Low Volatility High Dividend Index ETF worth $204K as of Q2 2026.
Independent Advisor Alliance sold 255,734 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $10.4M.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #975 holding.
Independent Advisor Alliance first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 3 quarters since.
Independent Advisor Alliance's Franklin International Low Volatility High Dividend Index ETF position peaked at $10.6M in Q1 2026.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.