Morgan Stanley’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Morgan Stanley’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	$92.5K	Hold	1,712	–	–	﹤0.01%	6197
2025 Q4	$92.8K	Hold	1,712	–	–	﹤0.01%	6237
2025 Q3	$93.5K	Hold	1,712	–	–	﹤0.01%	6184
2025 Q2	$90.1K	Hold	1,712	–	–	﹤0.01%	6173
2025 Q1	$88.6K	Hold	1,712	–	–	﹤0.01%	6073
2024 Q4	$87K	Buy	1,712 +1	+0.1%	+$52	﹤0.01%	6107
2024 Q3	$86.2K	Hold	1,711	–	–	﹤0.01%	6060
2024 Q2	$80.4K	Sell	1,711 -1	-0.1%	-$46	﹤0.01%	6039
2024 Q1	$80.9K	Sell	1,712 -1,716	-50%	-$77.9K	﹤0.01%	6070
2023 Q4	$152K	Buy	3,428 +1,717	+100%	+$71.9K	﹤0.01%	6041
2023 Q3	$69.1K	Buy	+1,711	New	+$72.2K	﹤0.01%	6032
2023 Q1	–	Sell	-650	Closed	-$25.4K	–	7837
2022 Q4	$25.4K	Buy	+650	New	+$24.9K	﹤0.01%	6577
2019 Q4	–	Sell	-100	Closed	-$3K	–	6781
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	6440
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	6422
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	6413
2018 Q4	$3K	Buy	+100	New	+$2.77K	﹤0.01%	6383

Other funds holding YLDE

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

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

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley's YLDE Position: Q1 2026 in Review

Morgan Stanley held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q1 2026 at 1,712 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6197.

Morgan Stanley first reported a position in YLDE in Q4 2018 and has held it in 16 quarters since. The position peaked at $152K in Q4 2023. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Morgan Stanley held 1,712 shares of ClearBridge Dividend Strategy ESG ETF worth $92.5K as of Q1 2026.
Morgan Stanley left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q1 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6197 holding.
Morgan Stanley first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2018 and has held it in 16 quarters since.
Morgan Stanley's ClearBridge Dividend Strategy ESG ETF position peaked at $152K in Q4 2023.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.