Waystone Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Waystone Advisors’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	$479K	Sell	11,790 -117	-1%	-$4.78K	0.36%	62
2026 Q1	$483K	Sell	11,907 -685	-5%	-$26.9K	0.43%	52
2025 Q4	$464K	Buy	+12,592	New	+$453K	0.4%	55

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

Waystone Advisors's LVHI Position: Q2 2026 in Review

Waystone Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.98% in Q2 2026, selling an estimated $4.78K and leaving 11,790 shares worth $479K. The position accounts for 0.36% of the portfolio, ranked #62.

Waystone Advisors first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $483K in Q1 2026. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Waystone Advisors held 11,790 shares of Franklin International Low Volatility High Dividend Index ETF worth $479K as of Q2 2026.
Waystone Advisors sold 117 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $4.78K.
Franklin International Low Volatility High Dividend Index ETF made up 0.36% of Waystone Advisors's portfolio in Q2 2026, its #62 holding.
Waystone Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
Waystone Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $483K in Q1 2026.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.