Harel Insurance Investments & Financial Services’s Tortoise Global Water ETF TBLU Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio TBLU Stock Details TBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.48M	Buy	67,502 +14,952	+28%	+$765K	0.02%	151
2026 Q1	$2.65M	Buy	52,550 +11,574	+28%	+$616K	0.02%	131
2025 Q4	$2.12M	Buy	40,976 +11,876	+41%	+$627K	0.02%	144
2025 Q3	$1.55M	Buy	29,100 +7,809	+37%	+$419K	0.01%	173
2025 Q2	$1.13M	Buy	21,291 +5,004	+31%	+$250K	0.01%	170
2025 Q1	$771K	Buy	16,287 +912	+6%	+$43.2K	0.01%	176
2024 Q4	$725K	Buy	+15,375	New	+$759K	0.01%	140
2024 Q3	–	Sell	-13,831	Closed	-$626K	–	583
2024 Q2	$626K	Buy	13,831 +2,290	+20%	+$107K	0.01%	169
2024 Q1	$539K	Sell	11,541 -1,324	-10%	-$58.5K	0.01%	164
2023 Q4	$566K	Buy	+12,865	New	+$513K	0.01%	190

Other funds holding TBLU

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

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

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

HBW

Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TBLU Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Tortoise Global Water ETF (TBLU) stake by 28% in Q2 2026, buying an estimated $765K and bringing the position to 67,502 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #151.

Harel Insurance Investments & Financial Services first reported a position in TBLU in Q4 2023 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

Harel Insurance Investments & Financial Services held 67,502 shares of Tortoise Global Water ETF worth $3.48M as of Q2 2026.
Harel Insurance Investments & Financial Services bought 14,952 Tortoise Global Water ETF shares in Q2 2026, an estimated $765K.
Tortoise Global Water ETF made up 0.02% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #151 holding.
Harel Insurance Investments & Financial Services first reported a position in Tortoise Global Water ETF in Q4 2023 and has held it in 10 quarters since.
18 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.