Shira Ridge Wealth Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Shira Ridge Wealth Management’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 Q2	$10.5M	Sell	188,660 -705	-0.4%	-$39K	3.66%	10
2026 Q1	$10.2M	Sell	189,365 -1,719	-0.9%	-$95.5K	4.05%	8
2025 Q4	$10.4M	Buy	191,084 +10,618	+6%	+$573K	4.16%	8
2025 Q3	$9.86M	Buy	180,466 +1,736	+1%	+$92.3K	4.18%	6
2025 Q2	$9.4M	Sell	178,730 -736	-0.4%	-$37.5K	4.3%	5
2025 Q1	$9.29M	Sell	179,466 -8,153	-4%	-$421K	4.63%	4
2024 Q4	$9.53M	Buy	187,619 +636	+0.3%	+$32.8K	4.66%	4
2024 Q3	$9.42M	Sell	186,983 -1,762	-0.9%	-$85.2K	4.8%	4
2024 Q2	$8.86M	Buy	188,745 +9,448	+5%	+$438K	4.94%	4
2024 Q1	$8.47M	Buy	179,297 +49,207	+38%	+$2.23M	4.85%	4
2023 Q4	$5.77M	Buy	130,090 +124,397	+2,185%	+$5.21M	3.46%	7
2023 Q3	$230K	Buy	+5,693	New	+$240K	0.15%	64

Other funds holding YLDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Shira Ridge Wealth Management's YLDE Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 0.37% in Q2 2026, selling an estimated $39K and leaving 188,660 shares worth $10.5M. The position accounts for 3.66% of the portfolio, ranked #10.

Shira Ridge Wealth Management first reported a position in YLDE in Q3 2023 and has held it in 12 quarters since. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Shira Ridge Wealth Management held 188,660 shares of ClearBridge Dividend Strategy ESG ETF worth $10.5M as of Q2 2026.
Shira Ridge Wealth Management sold 705 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $39K.
ClearBridge Dividend Strategy ESG ETF made up 3.66% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #10 holding.
Shira Ridge Wealth Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2023 and has held it in 12 quarters since.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.