Tortoise Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,340	Closed	-$124K	–	796
2025 Q3	$124K	Hold	1,340	–	–	0.01%	279
2025 Q2	$115K	Hold	1,340	–	–	0.01%	278
2025 Q1	$104K	Hold	1,340	–	–	0.01%	285
2024 Q4	$109K	Hold	1,340	–	–	0.01%	295
2024 Q3	$106K	Hold	1,340	–	–	0.01%	309
2024 Q2	$101K	Buy	+1,340	New	+$96.9K	0.01%	299

Other funds holding ILCB

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Tortoise Investment Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 1,340 shares — an estimated $124K sold.

Tortoise Investment Management first reported a position in ILCB in Q2 2024 and held it in 6 quarters. The position peaked at $124K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

Tortoise Investment Management reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,340 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $124K.
Tortoise Investment Management first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and held it in 6 quarters.
Tortoise Investment Management's iShares Morningstar US Equity ETF position peaked at $124K in Q3 2025.
180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

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