Morgan Stanley’s Polen Dividend Income ETF DIVZ Stock Holding History

Morgan Stanley’s Portfolio DIVZ Stock Details DIVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37	Hold	1	–	–	﹤0.01%	8040
2025 Q4	$36	Hold	1	–	–	﹤0.01%	7962
2025 Q3	$36	Hold	1	–	–	﹤0.01%	7935
2025 Q2	$35	Sell	1 -18	-95%	-$606	﹤0.01%	7882
2025 Q1	$650	Buy	19 +17	+850%	+$568	﹤0.01%	7343
2024 Q4	$74	Buy	2 +1	+100%	+$33	﹤0.01%	7514
2024 Q3	$58	Hold	1	–	–	﹤0.01%	7534
2024 Q2	$48	Hold	1	–	–	﹤0.01%	7508
2024 Q1	$47	Sell	1 -1	-50%	-$28	﹤0.01%	7504
2023 Q4	$74	Buy	+2	New	+$54	﹤0.01%	7551

Other funds holding DIVZ

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MAG

M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's DIVZ Position: Q1 2026 in Review

Morgan Stanley held its Polen Dividend Income ETF (DIVZ) position steady in Q1 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #8040.

Morgan Stanley first reported a position in DIVZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $650 in Q1 2025. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

Morgan Stanley held 1 share of Polen Dividend Income ETF worth $37 as of Q1 2026.
Morgan Stanley left its Polen Dividend Income ETF share count unchanged in Q1 2026.
Polen Dividend Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8040 holding.
Morgan Stanley first reported a position in Polen Dividend Income ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's Polen Dividend Income ETF position peaked at $650 in Q1 2025.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.