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Merkkuri Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Merkkuri Wealth Advisors’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
-3,309
Closed -$134K – 237
2026
Q1 		$134K Buy
+3,309
New +$130K 0.09% 96

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Merkkuri Wealth Advisors's LVHI Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026, closing a stake of 3,309 shares — an estimated $134K sold.

Merkkuri Wealth Advisors first reported a position in LVHI in Q1 2026 and held it in 1 quarter. The position peaked at $134K in Q1 2026. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 3,309 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $134K.
  • Merkkuri Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $134K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.