Tortoise Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Tortoise Investment Management’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-827	Closed	-$99.2K	–	255
2025 Q3	$99.2K	Hold	827	–	–	0.01%	308
2025 Q2	$98.1K	Hold	827	–	–	0.01%	299
2025 Q1	$96.2K	Hold	827	–	–	0.01%	292
2024 Q4	$90.3K	Hold	827	–	–	0.01%	324
2024 Q3	$94.7K	Hold	827	–	–	0.01%	322
2024 Q2	$86.5K	Hold	827	–	–	0.01%	321
2024 Q1	$87.1K	Buy	+827	New	+$84.9K	0.01%	312

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Tortoise Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 827 shares — an estimated $99.2K sold.

Tortoise Investment Management first reported a position in ACWV in Q1 2024 and held it in 7 quarters. The position peaked at $99.2K in Q3 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Tortoise Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 827 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $99.2K.
Tortoise Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and held it in 7 quarters.
Tortoise Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $99.2K in Q3 2025.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

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