Wolverine Trading’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wolverine Trading’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,037	Closed	-$871K	–	5266
2023 Q3	$871K	Buy	12,037 +8,592	+249%	+$641K	﹤0.01%	2225
2023 Q2	$253K	Buy	+3,445	New	+$252K	﹤0.01%	3281
2022 Q4	–	Sell	-52,694	Closed	-$3.52M	–	5094
2022 Q3	$3.52M	Buy	+52,694	New	+$3.8M	0.01%	1041
2020 Q1	–	Sell	-6,377	Closed	-$417K	–	5333
2019 Q4	$417K	Buy	+6,377	New	+$410K	﹤0.01%	3238
2019 Q2	–	Sell	-15,191	Closed	-$912K	–	5166
2019 Q1	$893K	Buy	15,191 +8,152	+116%	+$457K	﹤0.01%	2189
2018 Q4	$366K	Sell	7,039 -3,719	-35%	-$204K	﹤0.01%	2964
2018 Q3	$614K	Sell	10,758 -8,460	-44%	-$471K	﹤0.01%	2862
2018 Q2	$998K	Hold	19,218	–	–	﹤0.01%	2269
2018 Q1	$998K	Sell	19,218 -15,500	-45%	-$820K	﹤0.01%	2269
2017 Q4	$1.83M	Sell	34,718 -15,280	-31%	-$793K	0.01%	1628
2017 Q3	$2.52M	Buy	49,998 +42,936	+608%	+$2.14M	0.01%	1183
2017 Q2	$345K	Buy	+7,062	New	+$344K	﹤0.01%	2830
2016 Q4	–	Sell	-9,130	Closed	-$407K	–	5210
2016 Q3	$413K	Buy	+9,130	New	+$422K	﹤0.01%	2810

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Wolverine Trading's USMV Position: Q4 2023 in Review

Wolverine Trading sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 12,037 shares — an estimated $871K sold.

Wolverine Trading first reported a position in USMV in Q3 2016 and held it in 13 quarters. The position peaked at $3.52M in Q3 2022. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Wolverine Trading reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Wolverine Trading sold 12,037 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $871K.
Wolverine Trading first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and held it in 13 quarters.
Wolverine Trading's iShares MSCI USA Min Vol Factor ETF position peaked at $3.52M in Q3 2022.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.