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 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return