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MPWM Advisory Solutions’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

MPWM Advisory Solutions’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
2025
Q3 		– Sell
-600
Closed -$19.5K – 534
2025
Q2 		$19.5K Buy
+600
New +$19.3K 0.01% 239

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MPWM Advisory Solutions's LVHI Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2025, closing a stake of 600 shares — an estimated $19.5K sold.

MPWM Advisory Solutions first reported a position in LVHI in Q2 2025 and held it in 1 quarter. The position peaked at $19.5K in Q2 2025. 232 funds tracked by Wall St. Rank hold LVHI as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 600 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $19.5K.
  • MPWM Advisory Solutions first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and held it in 1 quarter.
  • MPWM Advisory Solutions's Franklin International Low Volatility High Dividend Index ETF position peaked at $19.5K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.