MIFH
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Migdal Insurance & Financial Holdings’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q3 		– Sell
-3,359
Closed -$134K – 367
2025
Q2 		$134K Hold
3,359
– – ﹤0.01% 221
2025
Q1 		$138K Hold
3,359
– – ﹤0.01% 233
2024
Q4 		$129K Sell
3,359
-5,000
-60% -$201K ﹤0.01% 220
2024
Q3 		$340K Buy
8,359
+4,554
+120% +$176K 0.01% 194
2024
Q2 		$136K Sell
3,805
-40
-1% -$1.44K ﹤0.01% 231
2024
Q1 		$142K Sell
3,845
-765
-17% -$27.3K ﹤0.01% 220
2023
Q4 		$168K Sell
4,610
-100
-2% -$3.45K ﹤0.01% 241
2023
Q3 		$160K Hold
4,710
– – ﹤0.01% 237
2023
Q2 		$172K Sell
4,710
-3,355
-42% -$123K ﹤0.01% 237
2023
Q1 		$298K Buy
8,065
+3,355
+71% +$126K 0.01% 221
2022
Q4 		$180K Hold
4,710
– – ﹤0.01% 222
2022
Q3 		$162K Sell
4,710
-685
-13% -$26K ﹤0.01% 234
2022
Q2 		$203K Hold
5,395
– – ﹤0.01% 232
2022
Q1 		$215K Hold
5,395
– – ﹤0.01% 266
2021
Q4 		$216K Buy
5,395
+2,870
+114% +$109K ﹤0.01% 286
2021
Q3 		$91K Hold
2,525
– – ﹤0.01% 362
2021
Q2 		$92K Sell
2,525
-302
-11% -$11K ﹤0.01% 407
2021
Q1 		$99K Sell
2,827
-1,180
-29% -$39.2K ﹤0.01% 459
2020
Q4 		$130K Sell
4,007
-61,688
-94% -$1.94M ﹤0.01% 367
2020
Q3 		$1.95M Sell
65,695
-55,861
-46% -$1.65M 0.03% 200
2020
Q2 		$3.5M Buy
121,556
+8,475
+7% +$237K 0.06% 144
2020
Q1 		$2.91M Sell
113,081
-4,346
-4% -$137K 0.07% 107
2019
Q4 		$4M Sell
117,427
-15,371
-12% -$516K 0.08% 108
2019
Q3 		$4.45M Buy
132,798
+62,618
+89% +$2.04M 0.09% 107
2019
Q2 		$2.26M Buy
+70,180
New +$2.23M 0.06% 129

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Migdal Insurance & Financial Holdings's LVHD Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2025, closing a stake of 3,359 shares — an estimated $134K sold.

Migdal Insurance & Financial Holdings first reported a position in LVHD in Q2 2019 and held it in 25 quarters. The position peaked at $4.45M in Q3 2019. 103 funds tracked by Wall St. Rank hold LVHD as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,359 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $134K.
  • Migdal Insurance & Financial Holdings first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and held it in 25 quarters.
  • Migdal Insurance & Financial Holdings's Franklin US Low Volatility High Dividend Index ETF position peaked at $4.45M in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.