MOR Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

MOR Wealth Management’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	$21.6M	Buy	531,044 +72,427	+16%	+$2.96M	8.58%	3
2026 Q1	$18.6M	Buy	458,617 +5,890	+1%	+$232K	8.53%	4
2025 Q4	$16.7M	Buy	+452,727	New	+$16.3M	7.62%	4

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

MOR Wealth Management's LVHI Position: Q2 2026 in Review

MOR Wealth Management increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 16% in Q2 2026, buying an estimated $2.96M and bringing the position to 531,044 shares worth $21.6M. The position accounts for 8.58% of the portfolio, ranked #3.

MOR Wealth Management first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

MOR Wealth Management held 531,044 shares of Franklin International Low Volatility High Dividend Index ETF worth $21.6M as of Q2 2026.
MOR Wealth Management bought 72,427 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.96M.
Franklin International Low Volatility High Dividend Index ETF made up 8.58% of MOR Wealth Management's portfolio in Q2 2026, its #3 holding.
MOR Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.