Mercer Global Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Mercer Global Advisors’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701K	Buy	15,923 +257	+2%	+$11K	﹤0.01%	2011
2026 Q1	$667K	Buy	+15,666	New	+$667K	﹤0.01%	1789
2025 Q4	–	Sell	-5,461	Closed	-$226K	–	2928
2025 Q3	$226K	Buy	+5,461	New	+$223K	﹤0.01%	2299

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mercer Global Advisors's LVHD Position: Q2 2026 in Review

Mercer Global Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.6% in Q2 2026, buying an estimated $11K and bringing the position to 15,923 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Mercer Global Advisors first reported a position in LVHD in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Mercer Global Advisors held 15,923 shares of Franklin US Low Volatility High Dividend Index ETF worth $701K as of Q2 2026.
Mercer Global Advisors bought 257 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $11K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2011 holding.
Mercer Global Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 3 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.