EverSource Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

EverSource Wealth Advisors’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	$1.57M	Sell	23,149 -6,553	-22%	-$426K	0.05%	259
2026 Q1	$1.73M	Buy	29,702 +2,783	+10%	+$168K	0.05%	246
2025 Q4	$1.64M	Sell	26,919 -3,431	-11%	-$206K	0.06%	230
2025 Q3	$1.8M	Buy	30,350 +376	+1%	+$21.3K	0.07%	187
2025 Q2	$1.63M	Sell	29,974 -3,981	-12%	-$200K	0.07%	189
2025 Q1	$1.66M	Buy	33,955 +12,616	+59%	+$648K	0.09%	177
2024 Q4	$1.09M	Sell	21,339 -304	-1%	-$15.6K	0.06%	232
2024 Q3	$1.07M	Sell	21,643 -8,940	-29%	-$426K	0.07%	211
2024 Q2	$1.45M	Buy	30,583 +17,964	+142%	+$804K	0.1%	164
2024 Q1	$537K	Buy	+12,619	New	+$529K	0.04%	254

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

EverSource Wealth Advisors's DYNF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 22% in Q2 2026, selling an estimated $426K and leaving 23,149 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #259.

EverSource Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

EverSource Wealth Advisors held 23,149 shares of BlackRock US Equity Factor Rotation ETF worth $1.57M as of Q2 2026.
EverSource Wealth Advisors sold 6,553 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $426K.
BlackRock US Equity Factor Rotation ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #259 holding.
EverSource Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $1.8M in Q3 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.