Polen Capital Management
ACWX icon

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

Polen Capital Management’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Buy
27,755
+2,079
+8% +$155K 0.02% 123
2026
Q1 		$1.76M Sell
25,676
-101,085
-80% -$7.13M 0.01% 111
2025
Q4 		$8.51M Buy
126,761
+65,149
+106% +$4.32M 0.04% 45
2025
Q3 		$4.01M Buy
61,612
+39,530
+179% +$2.47M 0.01% 68
2025
Q2 		$1.35M Sell
22,082
-36,686
-62% -$2.12M ﹤0.01% 118
2025
Q1 		$3.26M Sell
58,768
-321,503
-85% -$17.7M 0.01% 71
2024
Q4 		$19.8M Buy
380,271
+340,791
+863% +$18.6M 0.05% 40
2024
Q3 		$2.26M Buy
39,480
+109
+0.3% +$5.94K 0.01% 83
2024
Q2 		$2.09M Buy
39,371
+6,217
+19% +$332K 0.01% 81
2024
Q1 		$1.77M Sell
33,154
-132,302
-80% -$6.79M ﹤0.01% 91
2023
Q4 		$5.17M Buy
165,456
+142,362
+616% +$6.85M 0.01% 72
2023
Q3 		$1.09M Buy
23,094
+4,456
+24% +$218K ﹤0.01% 93
2023
Q2 		$917K Sell
18,638
-68,293
-79% -$3.36M ﹤0.01% 93
2023
Q1 		$4.24M Sell
86,931
-339,493
-80% -$16.4M 0.01% 71
2022
Q4 		$19.4M Buy
426,424
+319,729
+300% +$14M 0.06% 39
2022
Q3 		$4.27M Sell
106,695
-34,320
-24% -$1.53M 0.01% 65
2022
Q2 		$6.35M Sell
141,015
-387,290
-73% -$18.7M 0.02% 58
2022
Q1 		$27.6M Sell
528,305
-49,550
-9% -$2.64M 0.05% 38
2021
Q4 		$32.1M Buy
577,855
+565,038
+4,409% +$31.8M 0.05% 36
2021
Q3 		$710K Buy
12,817
+5,265
+70% +$300K ﹤0.01% 82
2021
Q2 		$434K Buy
+7,552
New +$434K ﹤0.01% 79
2021
Q1 		– Sell
-67,261
Closed -$3.57M – 73
2020
Q4 		$3.57M Buy
+67,261
New +$3.34M 0.01% 63
2020
Q3 		– Sell
-5,231
Closed -$226K – 66
2020
Q2 		$226K Sell
5,231
-6,573
-56% -$269K ﹤0.01% 63
2020
Q1 		$444K Sell
11,804
-34,304
-74% -$1.54M ﹤0.01% 63
2019
Q4 		$2.27M Buy
+46,108
New +$2.2M 0.01% 36

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Polen Capital Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.1% in Q2 2026, buying an estimated $155K and bringing the position to 27,755 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #123.

Polen Capital Management first reported a position in ACWX in Q4 2019 and has held it in 25 quarters since. The position peaked at $32.1M in Q4 2021. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Polen Capital Management held 27,755 shares of iShares MSCI ACWI ex US ETF worth $2.11M as of Q2 2026.
  • Polen Capital Management bought 2,079 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $155K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #123 holding.
  • Polen Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 25 quarters since.
  • Polen Capital Management's iShares MSCI ACWI ex US ETF position peaked at $32.1M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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