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MassMutual Private Wealth & Trust’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-196
Closed -$6.38K – 2424
2025
Q2 		$6.38K Buy
+196
New +$6.29K ﹤0.01% 1540

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's LVHI Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2025, closing a stake of 196 shares — an estimated $6.38K sold.

MassMutual Private Wealth & Trust first reported a position in LVHI in Q2 2025 and held it in 1 quarter. The position peaked at $6.38K in Q2 2025. 232 funds tracked by Wall St. Rank hold LVHI as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 196 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $6.38K.
  • MassMutual Private Wealth & Trust first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Franklin International Low Volatility High Dividend Index ETF position peaked at $6.38K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.