SIC
USMV icon

Salem Investment Counselors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Salem Investment Counselors’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 		$1.4M Sell
14,518
-2,165
-13% -$205K 0.03% 201
2026
Q1 		$1.55M Sell
16,683
-455
-3% -$43.2K 0.05% 175
2025
Q4 		$1.61M Sell
17,138
-3,575
-17% -$337K 0.05% 171
2025
Q3 		$1.97M Buy
20,713
+3,454
+20% +$324K 0.06% 157
2025
Q2 		$1.62M Buy
17,259
+9,460
+121% +$870K 0.05% 165
2025
Q1 		$730K Buy
7,799
+598
+8% +$55K 0.03% 228
2024
Q4 		$639K Sell
7,201
-90
-1% -$8.26K 0.02% 242
2024
Q3 		$666K Buy
7,291
+102
+1% +$8.99K 0.02% 243
2024
Q2 		$604K Buy
7,189
+5,236
+268% +$431K 0.02% 245
2024
Q1 		$163K Buy
1,953
+456
+30% +$36.8K 0.01% 384
2023
Q4 		$117K Buy
1,497
+449
+43% +$33.5K ﹤0.01% 418
2023
Q3 		$76.2K Buy
1,048
+236
+29% +$17.6K ﹤0.01% 460
2023
Q2 		$60.4K Buy
812
+101
+14% +$7.38K ﹤0.01% 494
2023
Q1 		$51.7K Buy
711
+63
+10% +$4.53K ﹤0.01% 521
2022
Q4 		$46.7K Buy
648
+523
+418% +$37.2K ﹤0.01% 528
2022
Q3 		$8K Sell
125
-105
-46% -$7.57K ﹤0.01% 804
2022
Q2 		$16K Buy
230
+191
+490% +$14K ﹤0.01% 709
2022
Q1 		$3K Hold
39
– – ﹤0.01% 905
2021
Q4 		$3K Hold
39
– – ﹤0.01% 981
2021
Q3 		$3K Sell
39
-515
-93% -$39.2K ﹤0.01% 893
2021
Q2 		$41K Sell
554
-515
-48% -$37.2K ﹤0.01% 510
2021
Q1 		$74K Buy
1,069
+39
+4% +$2.64K ﹤0.01% 398
2020
Q4 		$70K Buy
1,030
+515
+100% +$33.9K ﹤0.01% 390
2020
Q3 		$33K Hold
515
– – ﹤0.01% 432
2020
Q2 		$31K Buy
+515
New +$30.6K ﹤0.01% 433

Other funds holding USMV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Salem Investment Counselors's USMV Position: Q2 2026 in Review

Salem Investment Counselors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $205K and leaving 14,518 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #201.

Salem Investment Counselors first reported a position in USMV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.97M in Q3 2025. 747 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Salem Investment Counselors held 14,518 shares of iShares MSCI USA Min Vol Factor ETF worth $1.4M as of Q2 2026.
  • Salem Investment Counselors sold 2,165 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $205K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #201 holding.
  • Salem Investment Counselors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Salem Investment Counselors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.97M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.