Wolverine Trading
MTUM icon

Wolverine Trading’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wolverine Trading’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.42M Buy
13,362
+11,532
+630% +$2.82M ﹤0.01% 1712
2025
Q2 		$435K Sell
1,830
-1,384
-43% -$302K ﹤0.01% 3090
2025
Q1 		$646K Buy
+3,214
New +$687K ﹤0.01% 2687
2024
Q4 		– Sell
-1,693
Closed -$355K – 5662
2024
Q3 		$342K Buy
+1,693
New +$328K ﹤0.01% 3467
2023
Q4 		– Sell
-8,508
Closed -$1.19M – 4946
2023
Q3 		$1.19M Buy
8,508
+7,019
+471% +$1.01M ﹤0.01% 1981
2023
Q2 		$212K Sell
1,489
-37,965
-96% -$5.34M ﹤0.01% 3466
2023
Q1 		$5.44M Buy
39,454
+34,403
+681% +$4.85M 0.01% 802
2022
Q4 		$737K Buy
5,051
+2,369
+88% +$344K ﹤0.01% 2064
2022
Q3 		$356K Buy
2,682
+72
+3% +$10.1K ﹤0.01% 2977
2022
Q2 		$357K Buy
+2,610
New +$383K ﹤0.01% 2881
2021
Q2 		– Sell
-4,090
Closed -$693K – 6453
2021
Q1 		$644K Sell
4,090
-696
-15% -$115K ﹤0.01% 3353
2020
Q4 		$771K Buy
+4,786
New +$733K ﹤0.01% 2675
2019
Q1 		– Sell
-18,139
Closed -$1.79M – 5024
2018
Q4 		$1.79M Buy
+18,139
New +$1.94M 0.01% 1506
2018
Q3 		– Sell
-8,120
Closed -$860K – 5542
2018
Q2 		$860K Hold
8,120
– – ﹤0.01% 2434
2018
Q1 		$860K Sell
8,120
-798
-9% -$87K ﹤0.01% 2434
2017
Q4 		$920K Sell
8,918
-1,276
-13% -$128K ﹤0.01% 2310
2017
Q3 		$975K Buy
+10,194
New +$943K ﹤0.01% 1934

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolverine Trading's MTUM Position: Q3 2025 in Review

Wolverine Trading increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 630% in Q3 2025, buying an estimated $2.82M and bringing the position to 13,362 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Wolverine Trading first reported a position in MTUM in Q3 2017 and has held it in 17 quarters since. The position peaked at $5.44M in Q1 2023. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Wolverine Trading held 13,362 shares of iShares MSCI USA Momentum Factor ETF worth $3.42M as of Q3 2025.
  • Wolverine Trading bought 11,532 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $2.82M.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #1712 holding.
  • Wolverine Trading first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 17 quarters since.
  • Wolverine Trading's iShares MSCI USA Momentum Factor ETF position peaked at $5.44M in Q1 2023.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.