Annex Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Annex Advisory Services’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32M	Buy	+8,338	New	+$1.32M	0.02%	188

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Annex Advisory Services's ACWI Position: Q3 2026 in Review

Annex Advisory Services opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2026: 8,338 shares worth $1.32M. The stake represents 0.02% of the portfolio and ranks #188 among its holdings.

523 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Annex Advisory Services held 8,338 shares of iShares MSCI ACWI ETF worth $1.32M as of Q3 2026.
iShares MSCI ACWI ETF was a new Annex Advisory Services position in Q3 2026.
iShares MSCI ACWI ETF made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #188 holding.
523 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.