Salem Investment Counselors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.61M | Sell |
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|
2025
Q3 | $1.97M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | $117K | Buy |
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|
2023
Q3 | $76.2K | Buy |
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|
2023
Q2 | $60.4K | Buy |
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|
2023
Q1 | $51.7K | Buy |
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|
2022
Q4 | $46.7K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $31K | Buy |
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