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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Financial Gravity Companies Lakeway, Texas $616M AUM

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.