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

McNaughton 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 Q3	$13.7M	Buy	198,214 +957	+0.5%	+$65.8K	4.8%	5
2026 Q2	$13.4M	Buy	197,257 +3,342	+2%	+$217K	4.76%	5
2026 Q1	$11.3M	Sell	193,915 -38,936	-17%	-$2.36M	4.67%	5
2025 Q4	$14.2M	Buy	232,851 +20,116	+9%	+$1.21M	5.83%	4
2025 Q3	$12.6M	Buy	212,735 +25,694	+14%	+$1.46M	5.31%	4
2025 Q2	$10.2M	Buy	187,041 +4,289	+2%	+$215K	4.54%	5
2025 Q1	$8.91M	Buy	+182,752	New	+$9.39M	4.33%	6

Other funds holding DYNF

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

McNaughton Wealth Management's DYNF Position: Q3 2026 in Review

McNaughton Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.49% in Q3 2026, buying an estimated $65.8K and bringing the position to 198,214 shares worth $13.7M. The position accounts for 4.8% of the portfolio, ranked #5.

McNaughton Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.2M in Q4 2025. 559 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

McNaughton Wealth Management held 198,214 shares of BlackRock US Equity Factor Rotation ETF worth $13.7M as of Q3 2026.
McNaughton Wealth Management bought 957 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $65.8K.
BlackRock US Equity Factor Rotation ETF made up 4.8% of McNaughton Wealth Management's portfolio in Q3 2026, its #5 holding.
McNaughton Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 7 quarters since.
McNaughton Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $14.2M in Q4 2025.
559 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.