Menora Mivtachim Holdings’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Menora Mivtachim Holdings’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	$14M	Buy	240,463 +25,848	+12%	+$1.56M	0.07%	93
2025 Q4	$13.1M	Buy	214,615 +17,553	+9%	+$1.06M	0.06%	81
2025 Q3	$11.7M	Sell	197,062 -15,424	-7%	-$875K	0.06%	85
2025 Q2	$11.6M	Buy	212,486 +74,970	+55%	+$3.76M	0.07%	83
2025 Q1	$6.71M	Buy	+137,516	New	+$7.07M	0.04%	85

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

Menora Mivtachim Holdings's DYNF Position: Q1 2026 in Review

Menora Mivtachim Holdings increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q1 2026, buying an estimated $1.56M and bringing the position to 240,463 shares worth $14M. The position accounts for 0.07% of the portfolio, ranked #93.

Menora Mivtachim Holdings first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Menora Mivtachim Holdings held 240,463 shares of BlackRock US Equity Factor Rotation ETF worth $14M as of Q1 2026.
Menora Mivtachim Holdings bought 25,848 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $1.56M.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #93 holding.
Menora Mivtachim Holdings first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.