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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Sell	4,370 -400	-8%	-$29.8K	0.02%	200
2026 Q1	$327K	Sell	4,770 -75	-2%	-$5.29K	0.03%	192
2025 Q4	$325K	Sell	4,845 -375	-7%	-$24.8K	0.03%	188
2025 Q3	$339K	Hold	5,220	–	–	0.03%	184
2025 Q2	$318K	Hold	5,220	–	–	0.03%	175
2025 Q1	$289K	Hold	5,220	–	–	0.03%	174
2024 Q4	$272K	Hold	5,220	–	–	0.03%	194
2024 Q3	$299K	Sell	5,220 -90	-2%	-$4.9K	0.03%	192
2024 Q2	$282K	Hold	5,310	–	–	0.03%	183
2024 Q1	$284K	Hold	5,310	–	–	0.03%	184
2023 Q4	$271K	Hold	5,310	–	–	0.04%	180
2023 Q3	$250K	Hold	5,310	–	–	0.04%	176
2023 Q2	$261K	Hold	5,310	–	–	0.04%	173
2023 Q1	$259K	Hold	5,310	–	–	0.04%	172
2022 Q4	$242K	Hold	5,310	–	–	0.04%	174
2022 Q3	$212K	Hold	5,310	–	–	0.04%	178
2022 Q2	$239K	Hold	5,310	–	–	0.05%	162
2022 Q1	$278K	Sell	5,310 -120	-2%	-$6.39K	0.05%	146
2021 Q4	$302K	Hold	5,430	–	–	0.06%	135
2021 Q3	$301K	Hold	5,430	–	–	0.06%	131
2021 Q2	$312K	Hold	5,430	–	–	0.06%	130
2021 Q1	$300K	Hold	5,430	–	–	0.07%	127
2020 Q4	$288K	Sell	5,430 -30	-0.5%	-$1.49K	0.07%	122
2020 Q3	$251K	Hold	5,460	–	–	0.06%	120
2020 Q2	$236K	Hold	5,460	–	–	0.06%	121
2020 Q1	$206K	Hold	5,460	–	–	0.06%	124
2019 Q4	$268K	Sell	5,460 -30	-0.5%	-$1.43K	0.06%	118
2019 Q3	$253K	Sell	5,490 -150	-3%	-$6.87K	0.07%	123
2019 Q2	$264K	Hold	5,640	–	–	0.07%	129
2019 Q1	$261K	Hold	5,640	–	–	0.07%	126
2018 Q4	$237K	Sell	5,640 -100	-2%	-$4.41K	0.06%	128
2018 Q3	$274K	Hold	5,740	–	–	0.07%	123
2018 Q2	$271K	Hold	5,740	–	–	0.07%	124
2018 Q1	$285K	Sell	5,740 -200	-3%	-$10.2K	0.08%	121
2017 Q4	$297K	Sell	5,940 -15	-0.3%	-$739	0.09%	117
2017 Q3	$288K	Hold	5,955	–	–	0.09%	113
2017 Q2	$271K	Hold	5,955	–	–	0.09%	107
2017 Q1	$260K	Hold	5,955	–	–	0.09%	103
2016 Q4	$240K	Sell	5,955 -90	-1%	-$3.64K	0.08%	98
2016 Q3	$251K	Sell	6,045 -300	-5%	-$12.2K	0.09%	91
2016 Q2	$247K	Hold	6,345	–	–	0.09%	94
2016 Q1	$251K	Sell	6,345 -3,566	-36%	-$133K	0.09%	96
2015 Q4	$393K	Sell	9,911 -290	-3%	-$11.9K	0.14%	82
2015 Q3	$398K	Sell	10,201 -350	-3%	-$14.7K	0.15%	81
2015 Q2	$466K	Hold	10,551	–	–	0.17%	77
2015 Q1	$472K	Hold	10,551	–	–	0.18%	75
2014 Q4	$454K	Sell	10,551 -600	-5%	-$26.5K	0.18%	73
2014 Q3	$507K	Buy	11,151 +600	+6%	+$28.5K	0.21%	60
2014 Q2	$507K	Hold	10,551	–	–	0.21%	63
2014 Q1	$491K	Hold	10,551	–	–	0.23%	62
2013 Q4	$492K	Hold	10,551	–	–	0.27%	57
2013 Q3	$473K	Hold	10,551	–	–	0.29%	57
2013 Q2	$430K	Buy	+10,551	New	+$456K	0.28%	55

Other funds holding ACWX

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Tortoise Investment Management's ACWX Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.4% in Q2 2026, selling an estimated $29.8K and leaving 4,370 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #200.

Tortoise Investment Management first reported a position in ACWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $507K in Q3 2014. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Tortoise Investment Management held 4,370 shares of iShares MSCI ACWI ex US ETF worth $333K as of Q2 2026.
Tortoise Investment Management sold 400 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $29.8K.
iShares MSCI ACWI ex US ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #200 holding.
Tortoise Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's iShares MSCI ACWI ex US ETF position peaked at $507K in Q3 2014.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.