Franklin Resources’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Franklin Resources’s Portfolio YLDE Stock Details YLDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-409,000	Closed	-$22.2M	–	3319
2025 Q4	$22.2M	Sell	409,000 -235,000	-36%	-$12.7M	0.01%	923
2025 Q3	$35.2M	Sell	644,000 -250,000	-28%	-$13.3M	0.01%	764
2025 Q2	$47M	Sell	894,000 -25,000	-3%	-$1.27M	0.01%	644
2025 Q1	$47.6M	Buy	+919,000	New	+$47.5M	0.01%	623
2023 Q2	–	Sell	-3,236	Closed	-$129K	–	2774
2023 Q1	$129K	Buy	3,236 +35	+1%	+$1.38K	﹤0.01%	2076
2022 Q4	$125K	Hold	3,201	–	–	﹤0.01%	2092
2022 Q3	$111K	Hold	3,201	–	–	﹤0.01%	2089
2022 Q2	$119K	Sell	3,201 -141	-4%	-$5.61K	﹤0.01%	2120
2022 Q1	$142K	Sell	3,342 -503	-13%	-$21K	﹤0.01%	2232
2021 Q4	$168K	Sell	3,845 -32	-0.8%	-$1.34K	﹤0.01%	2270
2021 Q3	$153K	Buy	+3,877	New	+$158K	﹤0.01%	2272

Other funds holding YLDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Franklin Resources's YLDE Position: Q1 2026 in Review

Franklin Resources sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q1 2026, closing a stake of 409,000 shares — an estimated $22.2M sold.

Franklin Resources first reported a position in YLDE in Q3 2021 and held it in 11 quarters. The position peaked at $47.6M in Q1 2025. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Franklin Resources reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q1 2026 after selling out during the quarter.
Franklin Resources sold 409,000 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $22.2M.
Franklin Resources first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2021 and held it in 11 quarters.
Franklin Resources's ClearBridge Dividend Strategy ESG ETF position peaked at $47.6M in Q1 2025.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.