Polen Capital Management
ACWI icon

Polen Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Polen Capital Management’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 		$18.9M Sell
120,540
-185,875
-61% -$28.4M 0.16% 35
2026
Q1 		$42.4M Sell
306,415
-303,718
-50% -$43.7M 0.29% 30
2025
Q4 		$86.3M Buy
610,133
+419,684
+220% +$58.9M 0.37% 30
2025
Q3 		$26.3M Buy
190,449
+101,891
+115% +$13.5M 0.09% 37
2025
Q2 		$11.4M Sell
88,558
-296,237
-77% -$35.5M 0.03% 44
2025
Q1 		$44.8M Buy
384,795
+66,994
+21% +$8.03M 0.14% 36
2024
Q4 		$37.3M Buy
317,801
+226,679
+249% +$27.2M 0.1% 37
2024
Q3 		$10.9M Sell
91,122
-84,564
-48% -$9.69M 0.03% 40
2024
Q2 		$19.7M Buy
175,686
+158,277
+909% +$17.4M 0.05% 37
2024
Q1 		$1.92M Sell
17,409
-84,181
-83% -$8.84M ﹤0.01% 89
2023
Q4 		$81M Buy
101,590
+47,303
+87% +$4.53M 0.2% 27
2023
Q3 		$5.01M Buy
54,287
+29,531
+119% +$2.83M 0.01% 68
2023
Q2 		$2.38M Sell
24,756
-85,656
-78% -$7.95M 0.01% 83
2023
Q1 		$10.1M Sell
110,412
-332,267
-75% -$29.6M 0.03% 47
2022
Q4 		$37.6M Buy
442,679
+111,539
+34% +$9.39M 0.11% 32
2022
Q3 		$25.8M Buy
331,140
+152,199
+85% +$13.1M 0.07% 35
2022
Q2 		$15M Buy
178,941
+139,986
+359% +$12.7M 0.04% 38
2022
Q1 		$3.89M Sell
38,955
-42,972
-52% -$4.28M 0.01% 73
2021
Q4 		$8.67M Buy
81,927
+78,120
+2,052% +$8.16M 0.01% 63
2021
Q3 		$380K Buy
3,807
+477
+14% +$49K ﹤0.01% 87
2021
Q2 		$337K Buy
+3,330
New +$332K ﹤0.01% 80
2021
Q1 		– Sell
-11,658
Closed -$1.06M – 72
2020
Q4 		$1.06M Buy
+11,658
New +$996K ﹤0.01% 70

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Polen Capital Management's ACWI Position: Q2 2026 in Review

Polen Capital Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 61% in Q2 2026, selling an estimated $28.4M and leaving 120,540 shares worth $18.9M. The position accounts for 0.16% of the portfolio, ranked #35.

Polen Capital Management first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $86.3M in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Polen Capital Management held 120,540 shares of iShares MSCI ACWI ETF worth $18.9M as of Q2 2026.
  • Polen Capital Management sold 185,875 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $28.4M.
  • iShares MSCI ACWI ETF made up 0.16% of Polen Capital Management's portfolio in Q2 2026, its #35 holding.
  • Polen Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
  • Polen Capital Management's iShares MSCI ACWI ETF position peaked at $86.3M in Q4 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.