Wolverine Trading
USMV icon

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
2020
Q1 		– Sell
-22,100
Closed -$1.45M – 5334
2019
Q4 		$1.45M Buy
+22,100
New +$1.42M ﹤0.01% 2083
2019
Q3 		– Sell
-15,400
Closed -$951K – 5064
2019
Q2 		$951K Buy
15,400
+600
+4% +$36K ﹤0.01% 2083
2019
Q1 		$870K Buy
14,800
+5,400
+57% +$302K ﹤0.01% 2218
2018
Q4 		$488K Buy
+9,400
New +$517K ﹤0.01% 2657
2018
Q3 		– Sell
-16,600
Closed -$862K – 5930
2018
Q2 		$862K Hold
16,600
– – ﹤0.01% 2429
2018
Q1 		$862K Buy
16,600
+6,600
+66% +$349K ﹤0.01% 2429
2017
Q4 		$528K Sell
10,000
-18,100
-64% -$939K ﹤0.01% 2929
2017
Q3 		$1.42M Buy
28,100
+9,500
+51% +$474K 0.01% 1595
2017
Q2 		$908K Buy
18,600
+12,200
+191% +$594K ﹤0.01% 1843
2017
Q1 		$306K Sell
6,400
-1,300
-17% -$60.9K ﹤0.01% 3001
2016
Q4 		$348K Buy
7,700
+2,500
+48% +$112K ﹤0.01% 3080
2016
Q3 		$235K Sell
5,200
-3,700
-42% -$171K ﹤0.01% 3596
2016
Q2 		$404K Buy
+8,900
New +$395K ﹤0.01% 2448

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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.