Three Bridge Wealth Advisors, LLC EEM holdings history
ISHARES MSCI EMERGING MARKET · CUSIP 464287234 · CIK 1950962
As of 2026-06-30, Three Bridge Wealth Advisors, LLC reported 151.55K EEM (shares), valued at $10.37M, or 2.60% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 1.40%; reported value increased 22.14%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.60% | 151,546 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 2.33% | 149,459 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 2.05% | 141,770 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 1.91% | 138,569 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 1.78% | 140,369 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.22% | 145,725 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 2.12% | 144,660 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.31% | 136,588 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.30% | 136,018 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.31% | 142,874 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 2.40% | 172,546 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 2.88% | 183,102 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.88% | 183,102 | $6.95M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 2.40% | 172,546 | $6.94M | Shares decreased 5.77%; reported value decreased 0.15%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.31% | 142,874 | $5.87M | Shares decreased 17.20%; reported value decreased 15.40%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 2.30% | 136,018 | $5.79M | Shares decreased 4.80%; reported value decreased 1.30%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.31% | 136,588 | $6.26M | Shares increased 0.42%; reported value increased 8.13%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.12% | 144,660 | $6.05M | Shares increased 5.91%; reported value decreased 3.42%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.22% | 145,725 | $6.37M | Shares increased 0.74%; reported value increased 5.26%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.78% | 140,369 | $6.77M | Shares decreased 3.68%; reported value increased 6.33%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 1.91% | 138,569 | $7.40M | Shares decreased 1.28%; reported value increased 9.28%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.05% | 141,770 | $7.76M | Shares increased 2.31%; reported value increased 4.82%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.33% | 149,459 | $8.49M | Shares increased 5.42%; reported value increased 9.43%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.60% | 151,546 | $10.37M | Shares increased 1.40%; reported value increased 22.14%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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