Three Bridge Wealth Advisors, LLC ACWI holdings history
ISHARES MSCI ACWI ETF · CUSIP 464288257 · CIK 1950962
As of 2026-06-30, Three Bridge Wealth Advisors, LLC reported 407.96K ACWI (shares), valued at $64.04M, or 16.04% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.68%; reported value increased 12.67%, and weight changed +0.43 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 | 16.04% | 407,963 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 15.61% | 410,767 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 15.46% | 414,254 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 14.69% | 412,183 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 13.67% | 403,429 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 15.87% | 391,881 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 15.95% | 387,722 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 16.84% | 381,846 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 16.88% | 378,982 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 16.89% | 389,255 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 14.54% | 413,085 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 15.99% | 417,111 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 15.99% | 417,111 | $38.53M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 14.54% | 413,085 | $42.04M | Shares decreased 0.97%; reported value increased 9.11%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 16.89% | 389,255 | $42.87M | Shares decreased 5.77%; reported value increased 1.97%, and weight changed +2.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 16.88% | 378,982 | $42.60M | Shares decreased 2.64%; reported value decreased 0.63%, 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 | 16.84% | 381,846 | $45.65M | Shares increased 0.76%; reported value increased 7.16%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 15.95% | 387,722 | $45.56M | Shares increased 1.54%; reported value decreased 0.20%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 15.87% | 391,881 | $45.61M | Shares increased 1.07%; reported value increased 0.12%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 13.67% | 403,429 | $51.88M | Shares increased 2.95%; reported value increased 13.75%, and weight changed -2.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 14.69% | 412,183 | $56.98M | Shares increased 2.17%; reported value increased 9.83%, and weight changed +1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 15.46% | 414,254 | $58.61M | Shares increased 0.50%; reported value increased 2.87%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 15.61% | 410,767 | $56.84M | Shares decreased 0.84%; reported value decreased 3.03%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 16.04% | 407,963 | $64.04M | Shares decreased 0.68%; reported value increased 12.67%, and weight changed +0.43 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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