EverSource Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
29,974
-3,981
| -12% | -$217K | 0.07% | 188 |
|
|
2025
Q1 | $1.66M | Buy |
33,955
+12,616
| +59% | +$615K | 0.09% | 176 |
|
|
2024
Q4 | $1.09M | Sell |
21,339
-304
| -1% | -$15.6K | 0.06% | 232 |
|
|
2024
Q3 | $1.07M | Sell |
21,643
-8,940
| -29% | -$442K | 0.07% | 211 |
|
|
2024
Q2 | $1.45M | Buy |
30,583
+17,964
| +142% | +$849K | 0.1% | 164 |
|
|
2024
Q1 | $537K | Buy |
+12,619
| New | +$537K | 0.04% | 254 |
|