4WM
IDVZ

49 Wealth Management’s Polen International Dividend Income Fund IDVZ Stock Holding History

49 Wealth Management’s Portfolio IDVZ Stock Details IDVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,045,910
Closed -$136M – 306
2026
Q1 		$136M Buy
4,045,910
+381,503
+10% +$12.9M 10.16% 3
2025
Q4 		$116M Buy
3,664,407
+512,079
+16% +$15.8M 9.48% 4
2025
Q3 		$97M Buy
3,152,328
+354,134
+13% +$10.5M 9.14% 4
2025
Q2 		$81.9M Buy
2,798,194
+472,619
+20% +$13.3M 8.72% 4
2025
Q1 		$63.9M Buy
2,325,575
+2,016,703
+653% +$53.5M 7.7% 4
2024
Q4 		$7.61M Buy
+308,872
New +$7.66M 1.08% 20

Other funds holding IDVZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

49 Wealth Management's IDVZ Position: Q2 2026 in Review

49 Wealth Management sold out of Polen International Dividend Income Fund (IDVZ) in Q2 2026, closing a stake of 4,045,910 shares — an estimated $136M sold.

49 Wealth Management first reported a position in IDVZ in Q4 2024 and held it in 6 quarters. The position peaked at $136M in Q1 2026. 7 funds tracked by Wall St. Rank hold IDVZ as of Q2 2026.

  • 49 Wealth Management reported no remaining Polen International Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 4,045,910 Polen International Dividend Income Fund shares in Q2 2026, an estimated $136M.
  • 49 Wealth Management first reported a position in Polen International Dividend Income Fund in Q4 2024 and held it in 6 quarters.
  • 49 Wealth Management's Polen International Dividend Income Fund position peaked at $136M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.