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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

EverSource Wealth Advisors's DYNF Position: Q1 2026 in Review

EverSource Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 10% in Q1 2026, buying an estimated $168K and bringing the position to 29,702 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #246.

EverSource Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

EverSource Wealth Advisors held 29,702 shares of BlackRock US Equity Factor Rotation ETF worth $1.73M as of Q1 2026.
EverSource Wealth Advisors bought 2,783 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $168K.
BlackRock US Equity Factor Rotation ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #246 holding.
EverSource Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $1.8M in Q3 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.