Dan Polen - Polen Capital Management
Holding/activity history for iShares MSCI ACWI ETF (ACWI)
← All ACWI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 306,415 | 0.29 | Reduce 49.78% | 0.18 | $133.65–148.75 · VW $143.02i | $42,398,594 | SEC |
| 2025 Q4 | 610,133 | 0.37 | Add 220.37% | 0.25 | $135.23–143.24 · VW $140.30i | $86,327,787 | SEC |
| 2025 Q3 | 190,449 | 0.09 | Add 115.06% | 0.05 | $127.77–139.29 · VW $132.72i | $26,327,707 | SEC |
| 2025 Q2 | 88,558 | 0.03 | Reduce 76.99% | 0.11 | $101.25–128.81 · VW $118.80i | $11,388,570 | SEC |
| 2025 Q1 | 384,795 | 0.14 | Add 21.08% | 0.02 | $114.26–124.15 · VW $119.33i | $44,786,332 | SEC |
| 2024 Q4 | 317,801 | 0.10 | Add 248.76% | 0.07 | $116.36–123.58 · VW $119.19i | $37,341,573 | SEC |
| 2024 Q3 | 91,122 | 0.03 | Reduce 48.13% | 0.02 | $105.31–120.24 · VW $114.44i | $10,893,576 | SEC |
| 2024 Q2 | 175,686 | 0.05 | Add 909.17% | 0.05 | $104.29–113.32 · VW $109.62i | $19,747,153 | SEC |
| 2024 Q1 | 17,409 | <0.01 | Reduce 82.86% | 0.16 | $99.26–110.37 · VW $104.19i | $1,917,214 | SEC |
| 2023 Q4 | 101,590 | 0.20 | Add 87.14% | 0.09 | $88.34–102.28 · VW $95.74i | $81,021,086 | SEC |
| 2023 Q3 | 54,287 | 0.01 | Add 119.29% | <0.01 | $91.32–99.53 · VW $96.11i | $5,014,488 | SEC |
| 2023 Q2 | 24,756 | 0.01 | Reduce 77.58% | 0.02 | $90.40–96.81 · VW $92.99i | $2,375,053 | SEC |
| 2023 Q1 | 110,412 | 0.03 | Reduce 75.06% | 0.08 | $84.40–93.24 · VW $89.27i | $10,065,246 | SEC |
| 2022 Q4 | 442,679 | 0.11 | Add 33.68% | 0.03 | $75.71–90.37 · VW $84.63i | $37,574,607 | SEC |
| 2022 Q3 | 331,140 | 0.07 | Add 85.06% | 0.03 | $77.77–93.06 · VW $85.12i | $25,773,000 | SEC |
| 2022 Q2 | 178,941 | 0.04 | Add 359.35% | 0.03 | $81.26–101.40 · VW $90.55i | $15,011,000 | SEC |
| 2022 Q1 | 38,955 | 0.01 | Reduce 52.45% | <0.01 | $91.53–106.78 · VW $99.39i | $3,887,000 | SEC |
| 2021 Q4 | 81,927 | 0.01 | Add 2052.01% | <0.01 | $98.94–107.46 · VW $104.10i | $8,666,000 | SEC |
| 2021 Q3 | 3,807 | <0.01 | Add 14.32% | <0.01 | $98.82–105.41 · VW $102.09i | $380,000 | SEC |
| 2021 Q2 | 3,330 | <0.01 | Buy | <0.01 | $95.84–101.69 · VW $99.47i | $337,000 | SEC |
| 2021 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $89.44–96.94 · VW $92.93i | SEC | |
| 2020 Q4 | 11,658 | <0.01 | Buy | <0.01 | $77.34–90.99 · VW $84.10i | $1,058,000 | SEC |
Price snapshot:
Current price$155.94
Avg. buy price$138.30
+/- since buy12.75%
52-week low$125.84
52-week high$159.00