LRWM
LVHI icon

Lord & Richards Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Lord & Richards 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
Q2 		– Sell
-55
Closed -$1.78K – 119
2025
Q1 		$1.78K Buy
+55
New +$1.74K ﹤0.01% 157

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lord & Richards Wealth Management's LVHI Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2025, closing a stake of 55 shares — an estimated $1.78K sold.

Lord & Richards Wealth Management first reported a position in LVHI in Q1 2025 and held it in 1 quarter. The position peaked at $1.78K in Q1 2025. 232 funds tracked by Wall St. Rank hold LVHI as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 55 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $1.78K.
  • Lord & Richards Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.78K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.