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

Montis 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	$7.53M	Buy	185,438 +17,837	+11%	+$729K	1.54%	15
2026 Q1	$6.79M	Buy	167,601 +1,877	+1%	+$73.8K	1.41%	16
2025 Q4	$6.1M	Sell	165,724 -298	-0.2%	-$10.7K	1.21%	20
2025 Q3	$5.77M	Sell	166,022 -8,387	-5%	-$285K	1.33%	18
2025 Q2	$5.68M	Buy	174,409 +3,831	+2%	+$123K	1.58%	17
2025 Q1	$5.52M	Buy	170,578 +51,320	+43%	+$1.63M	1.62%	18
2024 Q4	$3.64M	Buy	119,258 +10,104	+9%	+$313K	1.12%	19
2024 Q3	$3.39M	Buy	109,154 +48,776	+81%	+$1.48M	1.21%	18
2024 Q2	$1.79M	Buy	60,378 +45,175	+297%	+$1.35M	0.82%	21
2024 Q1	$453K	Buy	+15,203	New	+$431K	0.22%	49

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

Montis Financial's LVHI Position: Q2 2026 in Review

Montis Financial increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 11% in Q2 2026, buying an estimated $729K and bringing the position to 185,438 shares worth $7.53M. The position accounts for 1.54% of the portfolio, ranked #15.

Montis Financial first reported a position in LVHI in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Montis Financial held 185,438 shares of Franklin International Low Volatility High Dividend Index ETF worth $7.53M as of Q2 2026.
Montis Financial bought 17,837 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $729K.
Franklin International Low Volatility High Dividend Index ETF made up 1.54% of Montis Financial's portfolio in Q2 2026, its #15 holding.
Montis Financial first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2024 and has held it in 10 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.