Dan Polen - Polen Capital Management
Holding/activity history for iShares MSCI ACWI ex U.S. ETF (ACWX)
← All ACWX superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 25,676 | 0.01 | Reduce 79.74% | 0.03 | $65.99–74.92 · VW $70.58i | $1,758,012 | SEC |
| 2025 Q4 | 126,761 | 0.04 | Add 105.74% | 0.02 | $63.92–67.74 · VW $66.32i | $8,509,462 | SEC |
| 2025 Q3 | 61,612 | 0.01 | Add 179.01% | <0.01 | $59.67–65.26 · VW $62.58i | $4,005,380 | SEC |
| 2025 Q2 | 22,082 | <0.01 | Reduce 62.43% | <0.01 | $48.99–61.28 · VW $57.01i | $1,345,684 | SEC |
| 2025 Q1 | 58,768 | 0.01 | Reduce 84.55% | 0.04 | $51.08–57.62 · VW $54.85i | $3,258,691 | SEC |
| 2024 Q4 | 380,271 | 0.05 | Add 863.20% | 0.04 | $51.63–57.37 · VW $54.17i | $19,834,943 | SEC |
| 2024 Q3 | 39,480 | 0.01 | Add 0.28% | $49.84–57.96 · VW $54.62i | $2,259,041 | SEC | |
| 2024 Q2 | 39,371 | 0.01 | Add 18.75% | <0.01 | $51.00–55.21 · VW $53.03i | $2,091,786 | SEC |
| 2024 Q1 | 33,154 | <0.01 | Reduce 79.96% | 0.01 | $48.68–53.59 · VW $50.99i | $1,770,109 | SEC |
| 2023 Q4 | 165,456 | 0.01 | Add 616.45% | 0.01 | $44.89–51.27 · VW $48.28i | $5,171,232 | SEC |
| 2023 Q3 | 23,094 | <0.01 | Add 23.91% | <0.01 | $46.52–51.30 · VW $49.05i | $1,085,649 | SEC |
| 2023 Q2 | 18,638 | <0.01 | Reduce 78.56% | <0.01 | $47.52–50.37 · VW $49.04i | $917,383 | SEC |
| 2023 Q1 | 86,931 | 0.01 | Reduce 79.61% | 0.05 | $45.25–50.21 · VW $48.10i | $4,239,625 | SEC |
| 2022 Q4 | 426,424 | 0.06 | Add 299.67% | 0.05 | $38.81–47.47 · VW $43.78i | $19,402,292 | SEC |
| 2022 Q3 | 106,695 | 0.01 | Reduce 24.34% | <0.01 | $39.65–47.42 · VW $43.85i | $4,269,000 | SEC |
| 2022 Q2 | 141,015 | 0.02 | Reduce 73.31% | 0.04 | $44.07–53.23 · VW $48.22i | $6,346,000 | SEC |
| 2022 Q1 | 528,305 | 0.05 | Reduce 8.57% | <0.01 | $48.05–56.79 · VW $52.87i | $27,615,000 | SEC |
| 2021 Q4 | 577,855 | 0.05 | Add 4408.50% | 0.05 | $53.60–58.08 · VW $55.70i | $32,129,000 | SEC |
| 2021 Q3 | 12,817 | <0.01 | Add 69.72% | <0.01 | $55.20–58.56 · VW $56.53i | $710,000 | SEC |
| 2021 Q2 | 7,552 | <0.01 | Buy | <0.01 | $55.62–59.19 · VW $57.35i | $434,000 | SEC |
| 2021 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | $52.95–57.27 · VW $54.76i | SEC | |
| 2020 Q4 | 67,261 | 0.01 | Buy | 0.01 | $44.73–53.58 · VW $48.83i | $3,568,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $43.25–47.58 · VW $45.66i | SEC | |
| 2020 Q2 | 5,231 | <0.01 | Reduce 55.68% | <0.01 | $35.78–45.47 · VW $40.79i | $226,000 | SEC |
| 2020 Q1 | 11,804 | <0.01 | Reduce 74.40% | <0.01 | $32.40–50.03 · VW $42.71i | $444,000 | SEC |
| 2019 Q4 | 46,108 | 0.01 | Buy | 0.01 | $44.72–49.48 · VW $47.81i | $2,265,000 | SEC |
Price snapshot:
Current price$74.35
Avg. buy price$63.58
+/- since buy16.94%
52-week low$58.09
52-week high$77.57