Jim Simons’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Jim Simons’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	$1.49M	Sell	36,700 -25,000	-41%	-$1.02M	﹤0.01%	2128
2026 Q1	$2.5M	Sell	61,700 -25,472	-29%	-$1M	﹤0.01%	1771
2025 Q4	$3.21M	Sell	87,172 -44,049	-34%	-$1.59M	0.01%	1601
2025 Q3	$4.56M	Buy	131,221 +48,521	+59%	+$1.65M	0.01%	1563
2025 Q2	$2.69M	Buy	82,700 +28,600	+53%	+$918K	﹤0.01%	1920
2025 Q1	$1.75M	Buy	+54,100	New	+$1.72M	﹤0.01%	2090

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jim Simons's LVHI Position: Q2 2026 in Review

Jim Simons reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 41% in Q2 2026, selling an estimated $1.02M and leaving 36,700 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Jim Simons first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.56M in Q3 2025. 269 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Jim Simons held 36,700 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.49M as of Q2 2026.
Jim Simons sold 25,000 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.02M.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2128 holding.
Jim Simons first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
Jim Simons's Franklin International Low Volatility High Dividend Index ETF position peaked at $4.56M in Q3 2025.
269 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.