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Indie Asset Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Indie Asset 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
2025
Q2 		– Sell
-8,883
Closed -$288K – 94
2025
Q1 		$288K Sell
8,883
-366
-4% -$11.6K 0.25% 69
2024
Q4 		$282K Buy
9,249
+704
+8% +$21.8K 0.22% 79
2024
Q3 		$266K Buy
8,545
+274
+3% +$8.33K 0.2% 90
2024
Q2 		$245K Buy
+8,271
New +$247K 0.2% 81

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Indie Asset Partners's LVHI Position: Q2 2025 in Review

Indie Asset Partners sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2025, closing a stake of 8,883 shares — an estimated $288K sold.

Indie Asset Partners first reported a position in LVHI in Q2 2024 and held it in 4 quarters. The position peaked at $288K in Q1 2025. 232 funds tracked by Wall St. Rank hold LVHI as of Q2 2025.

  • Indie Asset Partners reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 8,883 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $288K.
  • Indie Asset Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and held it in 4 quarters.
  • Indie Asset Partners's Franklin International Low Volatility High Dividend Index ETF position peaked at $288K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.