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 		$1.12M Sell
4,400
-4,800
-52% -$1.18M ﹤0.01% 2770
2025
Q2 		$2.19M Sell
9,200
-800
-8% -$175K ﹤0.01% 1644
2025
Q1 		$2.01M Buy
10,000
+4,700
+89% +$1M ﹤0.01% 1627
2024
Q4 		$1.1M Buy
5,300
+2,300
+77% +$482K ﹤0.01% 2563
2024
Q3 		$606K Sell
3,000
-7,400
-71% -$1.43M ﹤0.01% 2872
2024
Q2 		$2.03M Buy
+10,400
New +$1.94M ﹤0.01% 1601
2022
Q4 		– Sell
-1,600
Closed -$212K – 4668
2022
Q3 		$212K Buy
1,600
+100
+7% +$14K ﹤0.01% 3542
2022
Q2 		$205K Buy
+1,500
New +$220K ﹤0.01% 3523
2021
Q2 		– Sell
-10,300
Closed -$1.62M – 6452
2021
Q1 		$1.62M Buy
10,300
+7,800
+312% +$1.29M ﹤0.01% 2165
2020
Q4 		$403K Buy
2,500
+100
+4% +$15.3K ﹤0.01% 3418
2020
Q3 		$350K Buy
+2,400
New +$343K ﹤0.01% 3205
2019
Q1 		– Sell
-12,600
Closed -$1.25M – 5023
2018
Q4 		$1.25M Buy
+12,600
New +$1.35M ﹤0.01% 1796
2018
Q3 		– Sell
-4,900
Closed -$519K – 5541
2018
Q2 		$519K Hold
4,900
– – ﹤0.01% 3053
2018
Q1 		$519K Buy
4,900
+200
+4% +$21.8K ﹤0.01% 3053
2017
Q4 		$485K Buy
4,700
+700
+18% +$70.5K ﹤0.01% 3030
2017
Q3 		$383K Buy
+4,000
New +$370K ﹤0.01% 2941

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.