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

Evermay 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
2026 Q2	–	Sell	-25	Closed	-$1.46K	–	657
2026 Q1	$1.46K	Buy	+25	New	+$1.51K	﹤0.01%	555
2025 Q2	–	Sell	-554	Closed	-$27K	–	582
2025 Q1	$27K	Hold	554	–	–	﹤0.01%	366
2024 Q4	$28.4K	Hold	554	–	–	﹤0.01%	357
2024 Q3	$27.4K	Buy	+554	New	+$26.4K	﹤0.01%	377

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

Evermay Wealth Management's DYNF Position: Q2 2026 in Review

Evermay Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 25 shares — an estimated $1.46K sold.

Evermay Wealth Management first reported a position in DYNF in Q3 2024 and held it in 4 quarters. The position peaked at $28.4K in Q4 2024. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Evermay Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 25 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.46K.
Evermay Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and held it in 4 quarters.
Evermay Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $28.4K in Q4 2024.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.