KCM Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

KCM Investment Advisors’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
2022 Q4	–	Sell	-17,885	Closed	-$431K	–	394
2022 Q3	$431K	Buy	17,885 +3,400	+23%	+$87.4K	0.02%	269
2022 Q2	$371K	Buy	+14,485	New	+$390K	0.02%	297

Other funds holding LVHI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KCM Investment Advisors's LVHI Position: Q4 2022 in Review

KCM Investment Advisors sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2022, closing a stake of 17,885 shares — an estimated $431K sold.

KCM Investment Advisors first reported a position in LVHI in Q2 2022 and held it in 2 quarters. The position peaked at $431K in Q3 2022. 64 funds tracked by Wall St. Rank hold LVHI as of Q4 2022.

KCM Investment Advisors reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2022 after selling out during the quarter.
KCM Investment Advisors sold 17,885 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2022, an estimated $431K.
KCM Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2022 and held it in 2 quarters.
KCM Investment Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $431K in Q3 2022.
64 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2022.

Based on KCM Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.