JY
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Jeff Yass’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Jeff Yass’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55,284
Closed -$2.65M – 13932
2026
Q1 		$2.65M Buy
55,284
+46,094
+502% +$2.31M ﹤0.01% 5532
2025
Q4 		$441K Buy
+9,190
New +$440K ﹤0.01% 9098
2025
Q1 		– Sell
-83,509
Closed -$3.12M – 12932
2024
Q4 		$3.12M Buy
+83,509
New +$3.26M ﹤0.01% 4411
2024
Q2 		– Sell
-16,174
Closed -$635K – 12607
2024
Q1 		$635K Sell
16,174
-15,212
-48% -$555K ﹤0.01% 7941
2023
Q4 		$1.08M Sell
31,386
-116,999
-79% -$3.8M ﹤0.01% 6820
2023
Q3 		$4.67M Buy
148,385
+121,677
+456% +$3.98M ﹤0.01% 3652
2023
Q2 		$887K Buy
+26,708
New +$881K ﹤0.01% 6977
2022
Q3 		– Sell
-12,635
Closed -$378K – 13626
2022
Q2 		$378K Buy
+12,635
New +$410K ﹤0.01% 8937
2021
Q4 		– Sell
-15,285
Closed -$582K – 13466
2021
Q3 		$582K Sell
15,285
-38,510
-72% -$1.51M ﹤0.01% 8976
2021
Q2 		$2.08M Buy
+53,795
New +$2.11M ﹤0.01% 5830
2020
Q1 		– Sell
-15,665
Closed -$488K – 10538
2019
Q4 		$488K Buy
+15,665
New +$472K ﹤0.01% 7038
2019
Q1 		– Sell
-24,269
Closed -$621K – 9315
2018
Q4 		$621K Buy
+24,269
New +$666K ﹤0.01% 5613
2018
Q2 		– Sell
-45,672
Closed -$1.4M – 9969
2018
Q1 		$1.4M Buy
45,672
+35,945
+370% +$1.12M ﹤0.01% 4570
2017
Q4 		$297K Buy
+9,727
New +$296K ﹤0.01% 7612
2017
Q3 		– Sell
-57,883
Closed -$1.63M – 9190
2017
Q2 		$1.63M Buy
+57,883
New +$1.61M ﹤0.01% 4287
2016
Q4 		– Sell
-11,993
Closed -$316K – 9832
2016
Q3 		$316K Hold
11,993
– – ﹤0.01% 6843
2016
Q2 		$312K Hold
11,993
– – ﹤0.01% 6893
2016
Q1 		$301K Sell
11,993
-16,536
-58% -$400K ﹤0.01% 7257
2015
Q4 		$723K Buy
+28,529
New +$727K ﹤0.01% 6070

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jeff Yass's IMTM Position: Q2 2026 in Review

Jeff Yass sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 55,284 shares — an estimated $2.65M sold.

Jeff Yass first reported a position in IMTM in Q4 2015 and held it in 19 quarters. The position peaked at $4.67M in Q3 2023. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Jeff Yass reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 55,284 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.65M.
  • Jeff Yass first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2015 and held it in 19 quarters.
  • Jeff Yass's iShares MSCI Intl Momentum Factor ETF position peaked at $4.67M in Q3 2023.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.