PCS
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Personal CFO Solutions’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-11,407
Closed -$564K – 499
2024
Q3 		$564K Buy
11,407
+302
+3% +$14.4K 0.08% 234
2024
Q2 		$521K Buy
+11,105
New +$497K 0.08% 241

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Personal CFO Solutions's DYNF Position: Q4 2024 in Review

Personal CFO Solutions sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q4 2024, closing a stake of 11,407 shares — an estimated $564K sold.

Personal CFO Solutions first reported a position in DYNF in Q2 2024 and held it in 2 quarters. The position peaked at $564K in Q3 2024. 528 funds tracked by Wall St. Rank hold DYNF as of Q4 2024.

  • Personal CFO Solutions reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,407 BlackRock US Equity Factor Rotation ETF shares in Q4 2024, an estimated $564K.
  • Personal CFO Solutions first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and held it in 2 quarters.
  • Personal CFO Solutions's BlackRock US Equity Factor Rotation ETF position peaked at $564K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.