TBWA
Three Bridge Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9M | Buy |
403,429
+11,548
| +3% | +$1.49M | 13.67% | 1 |
|
|
2025
Q1 | $45.6M | Buy |
391,881
+4,159
| +1% | +$484K | 15.87% | 1 |
|
|
2024
Q4 | $45.6M | Buy |
387,722
+5,876
| +2% | +$690K | 15.95% | 1 |
|
|
2024
Q3 | $45.6M | Buy |
381,846
+2,864
| +0.8% | +$342K | 16.84% | 1 |
|
|
2024
Q2 | $42.6M | Sell |
378,982
-10,273
| -3% | -$1.15M | 16.88% | 1 |
|
|
2024
Q1 | $42.9M | Sell |
389,255
-23,830
| -6% | -$2.62M | 16.89% | 1 |
|
|
2023
Q4 | $42M | Sell |
413,085
-4,026
| -1% | -$410K | 14.54% | 2 |
|
|
2023
Q3 | $38.5M | Buy |
417,111
+3,165
| +0.8% | +$292K | 15.99% | 2 |
|
|
2023
Q2 | $39.7M | Buy |
413,946
+10,175
| +3% | +$976K | 16.81% | 1 |
|
|
2023
Q1 | $36.8M | Buy |
403,771
+16,206
| +4% | +$1.48M | 17.06% | 1 |
|
|
2022
Q4 | $32.9M | Buy |
387,565
+35,140
| +10% | +$2.98M | 17.63% | 1 |
|
|
2022
Q3 | $27.4M | Sell |
352,425
-28,959
| -8% | -$2.25M | 13.96% | 2 |
|
|
2022
Q2 | $32M | Sell |
381,384
-17,322
| -4% | -$1.45M | 15.67% | 2 |
|
|
2022
Q1 | $39.8M | Buy |
+398,706
| New | +$39.8M | 11.13% | 2 |
|