TD Private Client Wealth’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

TD Private Client Wealth’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	$1.6M	Buy	28,833 +6,045	+27%	+$335K	0.03%	308
2026 Q1	$1.23M	Buy	22,788 +10,382	+84%	+$577K	0.03%	332
2025 Q4	$672K	Buy	12,406 +841	+7%	+$45.4K	0.01%	416
2025 Q3	$632K	Buy	+11,565	New	+$615K	0.01%	439

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

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 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

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

TD Private Client Wealth's YLDE Position: Q2 2026 in Review

TD Private Client Wealth increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 27% in Q2 2026, buying an estimated $335K and bringing the position to 28,833 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #308.

TD Private Client Wealth first reported a position in YLDE in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

TD Private Client Wealth held 28,833 shares of ClearBridge Dividend Strategy ESG ETF worth $1.6M as of Q2 2026.
TD Private Client Wealth bought 6,045 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $335K.
ClearBridge Dividend Strategy ESG ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #308 holding.
TD Private Client Wealth first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.