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Darwin Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Darwin Wealth Management’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
2025
Q3 		– Sell
-33
Closed -$1.8K – 620
2025
Q2 		$1.8K Buy
+33
New +$1.66K ﹤0.01% 496
2024
Q4 		– Sell
-154
Closed -$7.62K – 654
2024
Q3 		$7.62K Buy
+154
New +$7.34K ﹤0.01% 413

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Darwin Wealth Management's DYNF Position: Q3 2025 in Review

Darwin Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2025, closing a stake of 33 shares — an estimated $1.8K sold.

Darwin Wealth Management first reported a position in DYNF in Q3 2024 and held it in 2 quarters. The position peaked at $7.62K in Q3 2024. 654 funds tracked by Wall St. Rank hold DYNF as of Q3 2025.

  • Darwin Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 33 BlackRock US Equity Factor Rotation ETF shares in Q3 2025, an estimated $1.8K.
  • Darwin Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and held it in 2 quarters.
  • Darwin Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $7.62K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2025.

Based on Darwin Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.