Annex Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.65M	Sell	29,755 -5,799	-16%	-$724K	0.06%	119
2026 Q2	$4.27M	Buy	35,554 +92	+0.3%	+$11.1K	0.07%	114
2026 Q1	$4.24M	Sell	35,462 -14,360	-29%	-$1.74M	0.08%	114
2025 Q4	$5.92M	Buy	+49,822	New	+$5.96M	0.11%	104

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

HOWA

Hudson Oak Wealth Advisory Hoboken, New Jersey $130M AUM 20.86% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

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

Annex Advisory Services reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 16% in Q3 2026, selling an estimated $724K and leaving 29,755 shares worth $3.65M. The position accounts for 0.06% of the portfolio, ranked #119.

Annex Advisory Services first reported a position in ACWV in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.92M in Q4 2025. 62 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Annex Advisory Services held 29,755 shares of iShares MSCI Global Min Vol Factor ETF worth $3.65M as of Q3 2026.
Annex Advisory Services sold 5,799 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $724K.
iShares MSCI Global Min Vol Factor ETF made up 0.06% of Annex Advisory Services's portfolio in Q3 2026, its #119 holding.
Annex Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
Annex Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $5.92M in Q4 2025.
62 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

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