M Holdings Securities’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

M Holdings Securities’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	–	Sell	-14,631	Closed	-$596K	–	228
2026 Q1	$596K	Sell	14,631 -9,892	-40%	-$389K	0.04%	237
2025 Q4	$903K	Buy	+24,523	New	+$883K	0.06%	202
2025 Q3	–	Sell	-96,372	Closed	-$3.14M	–	142
2025 Q2	$3.14M	Buy	96,372 +2,201	+2%	+$70.6K	0.54%	42
2025 Q1	$3.05M	Buy	+94,171	New	+$2.99M	0.51%	41

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

M Holdings Securities's LVHI Position: Q2 2026 in Review

M Holdings Securities sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026, closing a stake of 14,631 shares — an estimated $596K sold.

M Holdings Securities first reported a position in LVHI in Q1 2025 and held it in 4 quarters. The position peaked at $3.14M in Q2 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

M Holdings Securities reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 14,631 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $596K.
M Holdings Securities first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and held it in 4 quarters.
M Holdings Securities's Franklin International Low Volatility High Dividend Index ETF position peaked at $3.14M in Q2 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.