Meridian Financial’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Meridian Financial’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	$2.25M	Buy	55,485 +11,650	+27%	+$476K	1.08%	23
2026 Q1	$1.78M	Buy	43,835 +5,027	+13%	+$198K	0.97%	26
2025 Q4	$1.43M	Buy	38,808 +11,649	+43%	+$419K	0.78%	31
2025 Q3	$944K	Buy	27,159 +11,590	+74%	+$394K	0.53%	41
2025 Q2	$507K	Buy	15,569 +9,338	+150%	+$300K	0.33%	59
2025 Q1	$202K	Buy	+6,231	New	+$198K	0.14%	121

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

Meridian Financial's LVHI Position: Q2 2026 in Review

Meridian Financial increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 27% in Q2 2026, buying an estimated $476K and bringing the position to 55,485 shares worth $2.25M. The position accounts for 1.08% of the portfolio, ranked #23.

Meridian Financial first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Meridian Financial held 55,485 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.25M as of Q2 2026.
Meridian Financial bought 11,650 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $476K.
Franklin International Low Volatility High Dividend Index ETF made up 1.08% of Meridian Financial's portfolio in Q2 2026, its #23 holding.
Meridian Financial first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.