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Matthew Hamilton Rosenberg’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Matthew Hamilton Rosenberg’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
-603
Closed -$19.5K – 850
2025
Q1 		$19.5K Buy
+603
New +$19.1K ﹤0.01% 538

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

Matthew Hamilton Rosenberg's LVHI Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2025, closing a stake of 603 shares — an estimated $19.5K sold.

Matthew Hamilton Rosenberg first reported a position in LVHI in Q1 2025 and held it in 1 quarter. The position peaked at $19.5K in Q1 2025. 232 funds tracked by Wall St. Rank hold LVHI as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 603 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $19.5K.
  • Matthew Hamilton Rosenberg first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's Franklin International Low Volatility High Dividend Index ETF position peaked at $19.5K 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 Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.