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

NewEdge 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
2026
Q2 		$919K Sell
13,513
-995
-7% -$64.7K 0.01% 679
2026
Q1 		$844K Buy
+14,508
New +$878K 0.01% 665
2024
Q2 		– Sell
-4,687
Closed -$201K – 781
2024
Q1 		$201K Buy
+4,687
New +$197K ﹤0.01% 772

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

NewEdge Wealth's DYNF Position: Q2 2026 in Review

NewEdge Wealth reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.9% in Q2 2026, selling an estimated $64.7K and leaving 13,513 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #679.

NewEdge Wealth first reported a position in DYNF in Q1 2024 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • NewEdge Wealth held 13,513 shares of BlackRock US Equity Factor Rotation ETF worth $919K as of Q2 2026.
  • NewEdge Wealth sold 995 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $64.7K.
  • BlackRock US Equity Factor Rotation ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #679 holding.
  • NewEdge Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.