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

Robertson Stephens 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	$2.12M	Buy	52,334 +23,631	+82%	+$965K	0.05%	207
2026 Q1	$1.16M	Buy	28,703 +4,271	+17%	+$168K	0.03%	276
2025 Q4	$900K	Buy	24,432 +4,428	+22%	+$159K	0.02%	332
2025 Q3	$695K	Hold	20,004	–	–	0.02%	302
2025 Q2	$651K	Buy	20,004 +9,699	+94%	+$311K	0.02%	330
2025 Q1	$334K	Buy	+10,305	New	+$327K	0.01%	435

Other funds holding LVHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Robertson Stephens Wealth Management's LVHI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 82% in Q2 2026, buying an estimated $965K and bringing the position to 52,334 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #207.

Robertson Stephens Wealth Management first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Robertson Stephens Wealth Management held 52,334 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.12M as of Q2 2026.
Robertson Stephens Wealth Management bought 23,631 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $965K.
Franklin International Low Volatility High Dividend Index ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #207 holding.
Robertson Stephens Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
162 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.