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 		$4.22M Buy
16,500
+6,100
+59% +$1.49M ﹤0.01% 1518
2025
Q2 		$2.47M Buy
10,400
+3,900
+60% +$851K ﹤0.01% 1546
2025
Q1 		$1.31M Sell
6,500
-11,000
-63% -$2.35M ﹤0.01% 2006
2024
Q4 		$3.64M Sell
17,500
-100,200
-85% -$21M ﹤0.01% 1454
2024
Q3 		$23.8M Buy
117,700
+107,000
+1,000% +$20.7M 0.03% 378
2024
Q2 		$2.09M Buy
+10,700
New +$2M ﹤0.01% 1580
2023
Q4 		– Sell
-8,100
Closed -$1.13M – 4947
2023
Q3 		$1.13M Buy
+8,100
New +$1.17M ﹤0.01% 2028
2023
Q2 		– Sell
-1,500
Closed -$207K – 4681
2023
Q1 		$207K Buy
+1,500
New +$212K ﹤0.01% 3373
2022
Q4 		– Sell
-1,700
Closed -$226K – 4669
2022
Q3 		$226K Buy
+1,700
New +$238K ﹤0.01% 3467
2021
Q3 		– Sell
-1,700
Closed -$294K – 6702
2021
Q2 		$294K Sell
1,700
-500
-23% -$84.7K ﹤0.01% 4445
2021
Q1 		$347K Buy
+2,200
New +$364K ﹤0.01% 4261
2020
Q4 		– Sell
-3,100
Closed -$452K – 5235
2020
Q3 		$452K Buy
+3,100
New +$443K ﹤0.01% 2932
2019
Q1 		– Sell
-41,800
Closed -$4.13M – 5025
2018
Q4 		$4.13M Buy
+41,800
New +$4.47M 0.01% 932
2018
Q3 		– Sell
-4,900
Closed -$519K – 5543
2018
Q2 		$519K Hold
4,900
– – ﹤0.01% 3054
2018
Q1 		$519K Sell
4,900
-1,500
-23% -$163K ﹤0.01% 3054
2017
Q4 		$660K Sell
6,400
-14,500
-69% -$1.46M ﹤0.01% 2669
2017
Q3 		$2M Buy
+20,900
New +$1.93M 0.01% 1321

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.