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
2025 Q3	$303K	Buy	+3,200	New	+$300K	﹤0.01%	4367
2022 Q1	–	Sell	-6,500	Closed	-$527K	–	6504
2021 Q4	$527K	Buy	+6,500	New	+$503K	﹤0.01%	3386
2020 Q1	–	Sell	-15,600	Closed	-$1.02M	–	5332
2019 Q4	$1.02M	Buy	+15,600	New	+$1M	﹤0.01%	2391
2019 Q3	–	Sell	-10,300	Closed	-$636K	–	5063
2019 Q2	$636K	Buy	10,300 +2,800	+37%	+$168K	﹤0.01%	2472
2019 Q1	$441K	Buy	7,500 +1,400	+23%	+$78.4K	﹤0.01%	2915
2018 Q4	$317K	Sell	6,100 -3,300	-35%	-$181K	﹤0.01%	3125
2018 Q3	$536K	Sell	9,400 -2,900	-24%	-$162K	﹤0.01%	3038
2018 Q2	$639K	Hold	12,300	–	–	﹤0.01%	2768
2018 Q1	$639K	Buy	12,300 +1,700	+16%	+$90K	﹤0.01%	2768
2017 Q4	$559K	Sell	10,600 -9,600	-48%	-$498K	﹤0.01%	2869
2017 Q3	$1.02M	Buy	20,200 +10,100	+100%	+$504K	﹤0.01%	1897
2017 Q2	$493K	Buy	+10,100	New	+$492K	﹤0.01%	2450
2016 Q4	–	Sell	-6,300	Closed	-$285K	–	5209
2016 Q3	$285K	Buy	+6,300	New	+$292K	﹤0.01%	3311

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.