JY
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Jeff Yass’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jeff Yass’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
2026
Q2 		$1.67M Buy
17,300
+8,200
+90% +$778K ﹤0.01% 6899
2026
Q1 		$844K Sell
9,100
-42,400
-82% -$4.03M ﹤0.01% 8337
2025
Q4 		$4.85M Sell
51,500
-24,100
-32% -$2.27M ﹤0.01% 4069
2025
Q3 		$7.19M Buy
75,600
+26,000
+52% +$2.44M ﹤0.01% 3518
2025
Q2 		$4.66M Buy
49,600
+29,300
+144% +$2.7M ﹤0.01% 4098
2025
Q1 		$1.9M Buy
20,300
+13,000
+178% +$1.2M ﹤0.01% 5648
2024
Q4 		$648K Sell
7,300
-7,000
-49% -$642K ﹤0.01% 8038
2024
Q3 		$1.31M Buy
14,300
+11,400
+393% +$1.01M ﹤0.01% 6220
2024
Q2 		$243K Sell
2,900
-300
-9% -$24.7K ﹤0.01% 9924
2024
Q1 		$267K Sell
3,200
-900
-22% -$72.6K ﹤0.01% 9966
2023
Q4 		$320K Sell
4,100
-6,100
-60% -$455K ﹤0.01% 9695
2023
Q3 		$738K Buy
10,200
+3,200
+46% +$239K ﹤0.01% 7323
2023
Q2 		$520K Buy
+7,000
New +$512K ﹤0.01% 8215
2022
Q2 		– Sell
-7,400
Closed -$574K – 14005
2022
Q1 		$574K Buy
7,400
+400
+6% +$30.3K ﹤0.01% 8622
2021
Q4 		$566K Sell
7,000
-17,300
-71% -$1.34M ﹤0.01% 8843
2021
Q3 		$1.79M Buy
24,300
+15,000
+161% +$1.14M ﹤0.01% 6085
2021
Q2 		$685K Buy
9,300
+2,300
+33% +$166K ﹤0.01% 8800
2021
Q1 		$484K Sell
7,000
-18,000
-72% -$1.22M ﹤0.01% 9547
2020
Q4 		$1.7M Buy
25,000
+8,000
+47% +$527K ﹤0.01% 5459
2020
Q3 		$1.08M Buy
17,000
+7,400
+77% +$470K ﹤0.01% 5912
2020
Q2 		$582K Sell
9,600
-781,100
-99% -$46.4M ﹤0.01% 7052
2020
Q1 		$42.7M Buy
790,700
+741,800
+1,517% +$47.1M 0.01% 719
2019
Q4 		$3.21M Sell
48,900
-2,600
-5% -$167K ﹤0.01% 3589
2019
Q3 		$3.3M Buy
51,500
+36,600
+246% +$2.32M ﹤0.01% 3341
2019
Q2 		$920K Buy
14,900
+6,700
+82% +$402K ﹤0.01% 5869
2019
Q1 		$482K Buy
+8,200
New +$459K ﹤0.01% 6352
2018
Q4 		– Sell
-17,200
Closed -$981K – 10019
2018
Q3 		$981K Sell
17,200
-27,100
-61% -$1.51M ﹤0.01% 5246
2018
Q2 		$2.35M Buy
44,300
+18,500
+72% +$973K ﹤0.01% 3745
2018
Q1 		$1.34M Buy
25,800
+20,200
+361% +$1.07M ﹤0.01% 4655
2017
Q4 		$296K Sell
5,600
-17,400
-76% -$903K ﹤0.01% 7618
2017
Q3 		$1.16M Sell
23,000
-37,100
-62% -$1.85M ﹤0.01% 5016
2017
Q2 		$2.94M Buy
60,100
+28,400
+90% +$1.38M ﹤0.01% 3188
2017
Q1 		$1.51M Buy
+31,700
New +$1.48M ﹤0.01% 4260
2016
Q4 		– Sell
-55,200
Closed -$2.51M – 10192
2016
Q3 		$2.51M Buy
55,200
+24,500
+80% +$1.13M ﹤0.01% 3183
2016
Q2 		$1.42M Buy
30,700
+7,200
+31% +$320K ﹤0.01% 4166
2016
Q1 		$1.03M Buy
23,500
+15,900
+209% +$661K ﹤0.01% 5027
2015
Q4 		$318K Sell
7,600
-300
-4% -$12.5K ﹤0.01% 7575
2015
Q3 		$313K Sell
7,900
-1,000
-11% -$40.9K ﹤0.01% 7972
2015
Q2 		$359K Buy
+8,900
New +$368K ﹤0.01% 8238

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jeff Yass's USMV Position: Q2 2026 in Review

Jeff Yass sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 29,611 shares — an estimated $2.81M sold.

Jeff Yass first reported a position in USMV in Q2 2013 and held it in 40 quarters. The position peaked at $15.7M in Q1 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Jeff Yass reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 29,611 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.81M.
  • Jeff Yass first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and held it in 40 quarters.
  • Jeff Yass's iShares MSCI USA Min Vol Factor ETF position peaked at $15.7M in Q1 2021.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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