Beverly Hills Private Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Beverly Hills Private Wealth’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,951	Closed	-$404K	–	295
2026 Q1	$404K	Buy	6,951 +153	+2%	+$9.26K	0.07%	220
2025 Q4	$413K	Sell	6,798 -110	-2%	-$6.62K	0.07%	206
2025 Q3	$409K	Sell	6,908 -598	-8%	-$33.9K	0.07%	211
2025 Q2	$409K	Sell	7,506 -374	-5%	-$18.8K	0.08%	208
2025 Q1	$384K	Sell	7,880 -637	-7%	-$32.7K	0.08%	210
2024 Q4	$436K	Sell	8,517 -1,407	-14%	-$72.4K	0.09%	189
2024 Q3	$491K	Sell	9,924 -4,115	-29%	-$196K	0.1%	188
2024 Q2	$659K	Sell	14,039 -939	-6%	-$42K	0.14%	151
2024 Q1	$665K	Buy	+14,978	New	+$628K	0.15%	148

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Beverly Hills Private Wealth's DYNF Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 6,951 shares — an estimated $404K sold.

Beverly Hills Private Wealth first reported a position in DYNF in Q1 2024 and held it in 9 quarters. The position peaked at $665K in Q1 2024. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Beverly Hills Private Wealth reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
Beverly Hills Private Wealth sold 6,951 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $404K.
Beverly Hills Private Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 9 quarters.
Beverly Hills Private Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $665K in Q1 2024.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.