Stephens Consulting’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Stephens Consulting’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 Q4	$17.2K	Hold	467	–	–	0.01%	209
2025 Q3	$16.2K	Hold	467	–	–	0.01%	201
2025 Q2	$15.2K	Hold	467	–	–	﹤0.01%	289
2025 Q1	$15.1K	Hold	467	–	–	﹤0.01%	288
2024 Q4	$14.3K	Hold	467	–	–	﹤0.01%	310
2024 Q3	$14.5K	Hold	467	–	–	﹤0.01%	298
2024 Q2	$13.8K	Hold	467	–	–	﹤0.01%	304
2024 Q1	$13.9K	Hold	467	–	–	﹤0.01%	283
2023 Q4	$12.9K	Sell	467 -88	-16%	-$2.41K	﹤0.01%	289
2023 Q3	$15.1K	Hold	555	–	–	0.01%	272
2023 Q2	$15.1K	Buy	+555	New	+$15.2K	0.01%	273

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Consulting's LVHI Position: Q4 2025 in Review

Stephens Consulting held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q4 2025 at 467 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #209.

Stephens Consulting first reported a position in LVHI in Q2 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold LVHI as of Q4 2025.

Stephens Consulting held 467 shares of Franklin International Low Volatility High Dividend Index ETF worth $17.2K as of Q4 2025.
Stephens Consulting left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q4 2025.
Franklin International Low Volatility High Dividend Index ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #209 holding.
Stephens Consulting first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.