ACWI position history
The shares of iShares Trust (ACWI) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 3,807 shares, $380K, <0.01% of portfolio
- 2021 Q4: 81,927 shares, $8.7M, 0.01% of portfolio, Add +2052.0%
- 2022 Q1: 38,955 shares, $3.9M, <0.01% of portfolio, Reduce −52.5%
- 2022 Q2: 178,941 shares, $15M, 0.04% of portfolio, Add +359.4%
- 2022 Q3: 331,140 shares, $26M, 0.07% of portfolio, Add +85.1%
- 2022 Q4: 442,679 shares, $38M, 0.11% of portfolio, Add +33.7%
- 2023 Q1: 110,412 shares, $10M, 0.03% of portfolio, Reduce −75.1%
- 2023 Q2: 24,756 shares, $2.4M, <0.01% of portfolio, Reduce −77.6%
- 2023 Q3: 54,287 shares, $5M, 0.01% of portfolio, Add +119.3%
- 2023 Q4: 304,770 shares, $243M, 0.59% of portfolio, Add +461.4%
- 2024 Q1: 17,409 shares, $1.9M, <0.01% of portfolio, Reduce −94.3%
- 2024 Q2: 175,686 shares, $20M, 0.05% of portfolio, Add +909.2%
- 2024 Q3: 182,244 shares, $22M, 0.06% of portfolio, Add +3.7%
- 2024 Q4: 317,801 shares, $37M, 0.10% of portfolio, Add +74.4%
- 2025 Q1: 384,795 shares, $45M, 0.14% of portfolio, Add +21.1%
- 2025 Q2: 88,558 shares, $11M, 0.03% of portfolio, Reduce −77.0%
- 2025 Q3: 190,449 shares, $26M, 0.09% of portfolio, Add +115.1%
- 2025 Q4: 610,133 shares, $86M, 0.37% of portfolio, Add +220.4%
- 2026 Q1: 306,415 shares, $42M, 0.29% of portfolio, Reduce −49.8%
- 2026 Q2: 120,540 shares, $19M, 0.16% of portfolio, Reduce −60.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|