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RMR Wealth Builders’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

RMR Wealth Builders’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 		$1.55M Buy
+38,256
New +$1.56M 0.1% 102

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

RMR Wealth Builders's LVHI Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 38,256 shares worth $1.55M. The stake represents 0.1% of the portfolio and ranks #102 among its holdings.

311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • RMR Wealth Builders held 38,256 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.55M as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new RMR Wealth Builders position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.1% of RMR Wealth Builders's portfolio in Q2 2026, its #102 holding.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.