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 Q2	$7.33K	Buy	196 +195	+19,500%	+$7.3K	﹤0.01%	7132
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	Hold	1	–	–	﹤0.01%	7504
2023 Q4	$37	Buy	+1	New	+$27	﹤0.01%	7551

Other funds holding DIVZ

WCG

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

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Alongside Austin, Texas $525M AUM

TAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAG

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

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

JIC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's DIVZ Position: Q2 2026 in Review

Morgan Stanley increased its Polen Dividend Income ETF (DIVZ) stake by 19,500% in Q2 2026, buying an estimated $7.3K and bringing the position to 196 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #7132.

Morgan Stanley first reported a position in DIVZ in Q4 2023 and has held it in 11 quarters since. 23 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

Morgan Stanley held 196 shares of Polen Dividend Income ETF worth $7.33K as of Q2 2026.
Morgan Stanley bought 195 Polen Dividend Income ETF shares in Q2 2026, an estimated $7.3K.
Polen Dividend Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7132 holding.
Morgan Stanley first reported a position in Polen Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
23 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.