LWM
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LongView Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

LongView 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
2025
Q1 		– Sell
-6,723
Closed -$205K – 208
2024
Q4 		$205K Sell
6,723
-801
-11% -$24.8K 0.06% 200
2024
Q3 		$234K Buy
+7,524
New +$229K 0.07% 181

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LongView Wealth Management's LVHI Position: Q1 2025 in Review

LongView Wealth Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2025, closing a stake of 6,723 shares — an estimated $205K sold.

LongView Wealth Management first reported a position in LVHI in Q3 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 212 funds tracked by Wall St. Rank hold LVHI as of Q1 2025.

  • LongView Wealth Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
  • LongView Wealth Management sold 6,723 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $205K.
  • LongView Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and held it in 2 quarters.
  • LongView Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $234K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2025.

Based on LongView Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.