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KWB Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

KWB Wealth’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
Q4 		– Sell
-122,902
Closed -$4M – 185
2025
Q3 		$4M Buy
122,902
+36,238
+42% +$1.23M 0.44% 44
2025
Q2 		$2.81M Buy
+86,664
New +$2.78M 0.34% 50

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KWB Wealth's LVHI Position: Q4 2025 in Review

KWB Wealth sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2025, closing a stake of 122,902 shares — an estimated $4M sold.

KWB Wealth first reported a position in LVHI in Q2 2025 and held it in 2 quarters. The position peaked at $4M in Q3 2025. 279 funds tracked by Wall St. Rank hold LVHI as of Q4 2025.

  • KWB Wealth reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 122,902 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $4M.
  • KWB Wealth first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and held it in 2 quarters.
  • KWB Wealth's Franklin International Low Volatility High Dividend Index ETF position peaked at $4M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.