Morgan Stanley
TBLU

Morgan Stanley’s Tortoise Global Water ETF TBLU Stock Holding History

Morgan Stanley’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
Q1 		$123K Buy
2,435
+100
+4% +$5.32K ﹤0.01% 6068
2025
Q4 		$119K Buy
2,335
+37
+2% +$1.95K ﹤0.01% 6119
2025
Q3 		$122K Sell
2,298
-1
-0% -$54 ﹤0.01% 6066
2025
Q2 		$122K Hold
2,299
– – ﹤0.01% 6063
2025
Q1 		$109K Hold
2,299
– – ﹤0.01% 5966
2024
Q4 		$108K Sell
2,299
-2
-0.1% -$99 ﹤0.01% 6026
2024
Q3 		$115K Buy
2,301
+2
+0.1% +$95 ﹤0.01% 5946
2024
Q2 		$104K Buy
2,299
+1
+0% +$47 ﹤0.01% 5946
2024
Q1 		$107K Sell
2,298
-2,298
-50% -$102K ﹤0.01% 5964
2023
Q4 		$201K Buy
4,596
+2,883
+168% +$115K ﹤0.01% 5945
2023
Q3 		$65.2K Sell
1,713
-1,030
-38% -$41.8K ﹤0.01% 6057
2023
Q2 		$113K Sell
2,743
-181
-6% -$7.23K ﹤0.01% 5895
2023
Q1 		$116K Sell
2,924
-399
-12% -$15.6K ﹤0.01% 5952
2022
Q4 		$122K Buy
+3,323
New +$120K ﹤0.01% 5890

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return