Measured Wealth Private Client Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Measured Wealth Private Client Group’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	$42.4K	Hold	624	–	–	0.01%	351
2026 Q1	$36.3K	Buy	+624	New	+$37.8K	0.01%	342
2025 Q4	–	Sell	-152	Closed	-$9K	–	741
2025 Q3	$9K	Buy	+152	New	+$8.62K	﹤0.01%	570

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

Measured Wealth Private Client Group's DYNF Position: Q2 2026 in Review

Measured Wealth Private Client Group held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q2 2026 at 624 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #351.

Measured Wealth Private Client Group first reported a position in DYNF in Q3 2025 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Measured Wealth Private Client Group held 624 shares of BlackRock US Equity Factor Rotation ETF worth $42.4K as of Q2 2026.
Measured Wealth Private Client Group left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #351 holding.
Measured Wealth Private Client Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 3 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.