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

World Investment 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 		$8.45M Hold
208,456
– – 0.14% 165
2026
Q1 		$8.45M Sell
208,456
-144,824
-41% -$5.7M 0.14% 175
2025
Q4 		$13M Sell
353,280
-3,383
-0.9% -$122K 0.21% 103
2025
Q3 		$12.4M Buy
356,663
+11,469
+3% +$390K 0.25% 82
2025
Q2 		$11.2M Buy
345,194
+141,764
+70% +$4.55M 0.25% 85
2025
Q1 		$6.59M Buy
+203,430
New +$6.45M 0.17% 145

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

World Investment Advisors's LVHI Position: Q2 2026 in Review

World Investment Advisors held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q2 2026 at 208,456 shares worth $8.45M. The position accounts for 0.14% of the portfolio, ranked #165.

World Investment Advisors first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $13M in Q4 2025. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • World Investment Advisors held 208,456 shares of Franklin International Low Volatility High Dividend Index ETF worth $8.45M as of Q2 2026.
  • World Investment Advisors left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • World Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $13M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.