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

WCG Wealth 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
2025 Q1	–	Sell	-25,207	Closed	-$769K	–	311
2024 Q4	$769K	Buy	25,207 +13,254	+111%	+$410K	0.05%	233
2024 Q3	$372K	Sell	11,953 -336	-3%	-$10.2K	0.03%	290
2024 Q2	$364K	Buy	12,289 +3	+0%	+$90	0.03%	260
2024 Q1	$366K	Buy	12,286 +1,770	+17%	+$50.2K	0.03%	239
2023 Q4	$291K	Buy	+10,516	New	+$288K	0.02%	281

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

WCG Wealth Advisors's LVHI Position: Q1 2025 in Review

WCG Wealth Advisors sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2025, closing a stake of 25,207 shares — an estimated $769K sold.

WCG Wealth Advisors first reported a position in LVHI in Q4 2023 and held it in 5 quarters. The position peaked at $769K in Q4 2024. 212 funds tracked by Wall St. Rank hold LVHI as of Q1 2025.

WCG Wealth Advisors reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
WCG Wealth Advisors sold 25,207 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $769K.
WCG Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2023 and held it in 5 quarters.
WCG Wealth Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $769K in Q4 2024.
212 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.