ACWI — ISHARES TR

Ownership history in Three Bridge Wealth Advisors, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Three Bridge Wealth Advisors, LLC reported a position in ISHARES TR (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.63% (2022 Q4)
Avg. % of fund
16.0%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 414,254 +2,071 +0.5% 15.46% $58.6M $141.49
2025 Q3 ADDED 412,183 +8,754 +2.2% 14.69% $57.0M $137.04
2025 Q2 ADDED 403,429 +11,548 +2.9% 13.67% $51.9M $127.48
2025 Q1 ADDED 391,881 +4,159 +1.1% 15.87% $45.6M $114.49
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWI price (monthly, adj. close)

Other funds also holding ACWI

As of 2025 Q4 — sorted by position size

Mass General Brigham, Inc 3Y 7Y 80.62% Granger Management LLC 3Y 69.49% HF Capital, LLC 44.67% Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 43.03% Verger Capital Management LLC 3Y 7Y 25.81% BRANDYWINE MANAGERS, LLC 3Y 7Y 20.54% P/E Global LLC 3Y 18.0% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 16.89% Topor & Co. Korea 16.46% Centerstone Investors, LLC 3Y 7Y 16.45%
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