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Evergreen Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Evergreen Wealth Partners’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 		$3.28M Buy
48,163
+12,590
+35% +$819K 1.97% 13
2026
Q1 		$2.07M Buy
35,573
+16,540
+87% +$1M 1.58% 15
2025
Q4 		$1.16M Buy
+19,033
New +$1.14M 0.98% 22

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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Evergreen Wealth Partners's DYNF Position: Q2 2026 in Review

Evergreen Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 35% in Q2 2026, buying an estimated $819K and bringing the position to 48,163 shares worth $3.28M. The position accounts for 1.97% of the portfolio, ranked #13.

Evergreen Wealth Partners first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Evergreen Wealth Partners held 48,163 shares of BlackRock US Equity Factor Rotation ETF worth $3.28M as of Q2 2026.
  • Evergreen Wealth Partners bought 12,590 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $819K.
  • BlackRock US Equity Factor Rotation ETF made up 1.97% of Evergreen Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Evergreen Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.