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Three Bridge Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Three Bridge Wealth Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64M Sell
407,963
-2,804
-0.7% -$428K 16.04% 1
2026
Q1 		$56.8M Sell
410,767
-3,487
-0.8% -$501K 15.61% 1
2025
Q4 		$58.6M Buy
414,254
+2,071
+0.5% +$291K 15.46% 1
2025
Q3 		$57M Buy
412,183
+8,754
+2% +$1.16M 14.69% 1
2025
Q2 		$51.9M Buy
403,429
+11,548
+3% +$1.38M 13.67% 1
2025
Q1 		$45.6M Buy
391,881
+4,159
+1% +$498K 15.87% 1
2024
Q4 		$45.6M Buy
387,722
+5,876
+2% +$705K 15.95% 1
2024
Q3 		$45.6M Buy
381,846
+2,864
+0.8% +$328K 16.84% 1
2024
Q2 		$42.6M Sell
378,982
-10,273
-3% -$1.13M 16.88% 1
2024
Q1 		$42.9M Sell
389,255
-23,830
-6% -$2.5M 16.89% 1
2023
Q4 		$42M Sell
413,085
-4,026
-1% -$385K 14.54% 2
2023
Q3 		$38.5M Buy
417,111
+3,165
+0.8% +$304K 15.99% 2
2023
Q2 		$39.7M Buy
413,946
+10,175
+3% +$944K 16.81% 1
2023
Q1 		$36.8M Buy
403,771
+16,206
+4% +$1.45M 17.06% 1
2022
Q4 		$32.9M Buy
387,565
+35,140
+10% +$2.96M 17.63% 1
2022
Q3 		$27.4M Sell
352,425
-28,959
-8% -$2.5M 13.96% 2
2022
Q2 		$32M Sell
381,384
-17,322
-4% -$1.58M 15.67% 2
2022
Q1 		$39.8M Buy
+398,706
New +$39.7M 11.13% 2

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Three Bridge Wealth Advisors's ACWI Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.68% in Q2 2026, selling an estimated $428K and leaving 407,963 shares worth $64M. The position accounts for 16.04% of the portfolio, ranked #1.

Three Bridge Wealth Advisors first reported a position in ACWI in Q1 2022 and has held it in 18 quarters since. 365 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Three Bridge Wealth Advisors held 407,963 shares of iShares MSCI ACWI ETF worth $64M as of Q2 2026.
  • Three Bridge Wealth Advisors sold 2,804 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $428K.
  • iShares MSCI ACWI ETF made up 16.04% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Three Bridge Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 18 quarters since.
  • 365 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.