Morton Brown Family Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Morton Brown Family Wealth’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
2025 Q2	–	Sell	-127	Closed	-$6.19K	–	322
2025 Q1	$6.19K	Hold	127	–	–	﹤0.01%	221
2024 Q4	$6.51K	Hold	127	–	–	﹤0.01%	198
2024 Q3	$6.28K	Buy	+127	New	+$6.05K	﹤0.01%	189

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morton Brown Family Wealth's DYNF Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2025, closing a stake of 127 shares — an estimated $6.19K sold.

Morton Brown Family Wealth first reported a position in DYNF in Q3 2024 and held it in 3 quarters. The position peaked at $6.51K in Q4 2024. 600 funds tracked by Wall St. Rank hold DYNF as of Q2 2025.

Morton Brown Family Wealth reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 127 BlackRock US Equity Factor Rotation ETF shares in Q2 2025, an estimated $6.19K.
Morton Brown Family Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and held it in 3 quarters.
Morton Brown Family Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $6.51K in Q4 2024.
600 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.