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

Mosley 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 Q2	$537K	Sell	7,894 -65,009	-89%	-$4.23M	0.17%	91
2026 Q1	$4.32M	Buy	72,903 +554	+0.8%	+$33.5K	1.95%	13
2025 Q4	$4.31M	Buy	+72,349	New	+$4.35M	1.97%	13
2024 Q4	$3.53M	Buy	66,906 +2,150	+3%	+$111K	2.19%	12
2024 Q3	$3.3M	Buy	64,756 +7,404	+13%	+$353K	2.26%	12
2024 Q2	$2.69M	Buy	57,352 +3,094	+6%	+$138K	2.29%	12
2024 Q1	$2.41M	Buy	+54,258	New	+$2.28M	2.26%	13

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

BlackRock New York $6.73T AUM 46.02% 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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Mosley Wealth Management's DYNF Position: Q2 2026 in Review

Mosley Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 89% in Q2 2026, selling an estimated $4.23M and leaving 7,894 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #91.

Mosley Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q1 2026. 594 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Mosley Wealth Management held 7,894 shares of BlackRock US Equity Factor Rotation ETF worth $537K as of Q2 2026.
Mosley Wealth Management sold 65,009 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $4.23M.
BlackRock US Equity Factor Rotation ETF made up 0.17% of Mosley Wealth Management's portfolio in Q2 2026, its #91 holding.
Mosley Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 7 quarters since.
Mosley Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $4.32M in Q1 2026.
594 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.