Polen Capital Management — ACWI

How Polen Capital Management's position in Ishares TR changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$18,921,215

Latest weight

0.2%

Peak weight

0.4%

Shares since first

-80.2%

Position Trend

Shares, value, and weight from first report to latest report.

Polen Capital Management first reported 610,133 shares in Q4 2025 and most recently reported 120,540 shares in Q2 2026. Portfolio weight peaked at 0.4% in Q4 2025; the low reported weight was 0.2% in Q2 2026.

Since the first report, shares are -80.2% and reported value is -78.1%. Latest move: TRIM