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Tortoise Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Tortoise Investment Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-527
Closed -$72.9K – 254
2025
Q3 		$72.9K Hold
527
– – 0.01% 349
2025
Q2 		$67.8K Hold
527
– – 0.01% 346
2025
Q1 		$61.3K Hold
527
– – 0.01% 346
2024
Q4 		$61.9K Hold
527
– – 0.01% 386
2024
Q3 		$63K Sell
527
-6
-1% -$687 0.01% 374
2024
Q2 		$59.9K Sell
533
-95
-15% -$10.4K 0.01% 365
2024
Q1 		$69.2K Hold
628
– – 0.01% 336
2023
Q4 		$63.9K Hold
628
– – 0.01% 329
2023
Q3 		$58K Hold
628
– – 0.01% 326
2023
Q2 		$60.3K Hold
628
– – 0.01% 330
2023
Q1 		$57.2K Hold
628
– – 0.01% 321
2022
Q4 		$53.3K Sell
628
-8
-1% -$673 0.01% 327
2022
Q3 		$49K Hold
636
– – 0.01% 314
2022
Q2 		$53K Sell
636
-5
-0.8% -$455 0.01% 290
2022
Q1 		$64K Hold
641
– – 0.01% 278
2021
Q4 		$68K Sell
641
-10
-2% -$1.04K 0.01% 261
2021
Q3 		$65K Sell
651
-115
-15% -$11.8K 0.01% 248
2021
Q2 		$78K Sell
766
-72
-9% -$7.17K 0.02% 216
2021
Q1 		$80K Sell
838
-55
-6% -$5.17K 0.02% 215
2020
Q4 		$81K Hold
893
– – 0.02% 201
2020
Q3 		$71K Sell
893
-48
-5% -$3.8K 0.02% 203
2020
Q2 		$69K Hold
941
– – 0.02% 201
2020
Q1 		$59K Sell
941
-71
-7% -$5.26K 0.02% 210
2019
Q4 		$80K Sell
1,012
-170
-14% -$13K 0.02% 207
2019
Q3 		$87K Sell
1,182
-34
-3% -$2.49K 0.02% 194
2019
Q2 		$90K Sell
1,216
-425
-26% -$31K 0.02% 198
2019
Q1 		$118K Buy
1,641
+585
+55% +$40.7K 0.03% 174
2018
Q4 		$68K Buy
1,056
+18
+2% +$1.24K 0.02% 205
2018
Q3 		$77K Buy
1,038
+233
+29% +$17K 0.02% 207
2018
Q2 		$57K Buy
805
+115
+17% +$8.34K 0.02% 234
2018
Q1 		$49K Hold
690
– – 0.01% 243
2017
Q4 		$50K Buy
690
+13
+2% +$920 0.01% 243
2017
Q3 		$47K Buy
677
+26
+4% +$1.75K 0.01% 236
2017
Q2 		$43K Buy
651
+61
+10% +$3.96K 0.01% 232
2017
Q1 		$37K Hold
590
– – 0.01% 223
2016
Q4 		$35K Sell
590
-350
-37% -$20.5K 0.01% 225
2016
Q3 		$56K Buy
940
+350
+59% +$20.4K 0.02% 183
2016
Q2 		$33K Hold
590
– – 0.01% 228
2016
Q1 		$33K Sell
590
-370
-39% -$19.6K 0.01% 221
2015
Q4 		$54K Sell
960
-60
-6% -$3.43K 0.02% 200
2015
Q3 		$55K Hold
1,020
– – 0.02% 196
2015
Q2 		$61K Hold
1,020
– – 0.02% 193
2015
Q1 		$61K Hold
1,020
– – 0.02% 193
2014
Q4 		$60K Sell
1,020
-35
-3% -$2.06K 0.02% 195
2014
Q3 		$62K Hold
1,055
– – 0.03% 190
2014
Q2 		$64K Buy
1,055
+45
+4% +$2.67K 0.03% 189
2014
Q1 		$59K Buy
1,010
+340
+51% +$19.3K 0.03% 179
2013
Q4 		$39K Buy
670
+60
+10% +$3.36K 0.02% 193
2013
Q3 		$33K Hold
610
– – 0.02% 175
2013
Q2 		$31K Buy
+610
New +$31.5K 0.02% 171

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tortoise Investment Management's ACWI Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 527 shares — an estimated $72.9K sold.

Tortoise Investment Management first reported a position in ACWI in Q2 2013 and held it in 50 quarters. The position peaked at $118K in Q1 2019. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 527 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $72.9K.
  • Tortoise Investment Management first reported a position in iShares MSCI ACWI ETF in Q2 2013 and held it in 50 quarters.
  • Tortoise Investment Management's iShares MSCI ACWI ETF position peaked at $118K in Q1 2019.
  • 811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.