Keudell/Morrison Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Keudell/Morrison Wealth Management’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	$13.5M	Buy	333,256 +89,060	+36%	+$3.64M	2.56%	7
2026 Q1	$9.9M	Buy	244,196 +3,196	+1%	+$126K	2.02%	11
2025 Q4	$8.87M	Buy	+241,000	New	+$8.68M	1.86%	13

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

Keudell/Morrison Wealth Management's LVHI Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 36% in Q2 2026, buying an estimated $3.64M and bringing the position to 333,256 shares worth $13.5M. The position accounts for 2.56% of the portfolio, ranked #7.

Keudell/Morrison Wealth Management first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Keudell/Morrison Wealth Management held 333,256 shares of Franklin International Low Volatility High Dividend Index ETF worth $13.5M as of Q2 2026.
Keudell/Morrison Wealth Management bought 89,060 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $3.64M.
Franklin International Low Volatility High Dividend Index ETF made up 2.56% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #7 holding.
Keudell/Morrison Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.