MSH Capital Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

MSH Capital Advisors’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	$1.42M	Sell	24,339 -899	-4%	-$54.4K	0.3%	87
2025 Q4	$1.53M	Buy	25,238 +2,279	+10%	+$137K	0.33%	81
2025 Q3	$1.36M	Sell	22,959 -688	-3%	-$39K	0.36%	78
2025 Q2	$1.29M	Buy	23,647 +1,306	+6%	+$65.5K	0.37%	76
2025 Q1	$1.09M	Buy	22,341 +5,630	+34%	+$289K	0.34%	83
2024 Q4	$856K	Buy	16,711 +1,532	+10%	+$78.9K	0.27%	98
2024 Q3	$751K	Buy	15,179 +5,171	+52%	+$246K	0.23%	109
2024 Q2	$470K	Buy	+10,008	New	+$448K	0.16%	138

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

MSH Capital Advisors's DYNF Position: Q1 2026 in Review

MSH Capital Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.6% in Q1 2026, selling an estimated $54.4K and leaving 24,339 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #87.

MSH Capital Advisors first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

MSH Capital Advisors held 24,339 shares of BlackRock US Equity Factor Rotation ETF worth $1.42M as of Q1 2026.
MSH Capital Advisors sold 899 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $54.4K.
BlackRock US Equity Factor Rotation ETF made up 0.3% of MSH Capital Advisors's portfolio in Q1 2026, its #87 holding.
MSH Capital Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
MSH Capital Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $1.53M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.