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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Annex Advisory Services's ACWV Position: Q2 2026 in Review

Annex Advisory Services increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.26% in Q2 2026, buying an estimated $11.1K and bringing the position to 35,554 shares worth $4.27M. The position accounts for 0.07% of the portfolio, ranked #114.

Annex Advisory Services first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.92M in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Annex Advisory Services held 35,554 shares of iShares MSCI Global Min Vol Factor ETF worth $4.27M as of Q2 2026.
Annex Advisory Services bought 92 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $11.1K.
iShares MSCI Global Min Vol Factor ETF made up 0.07% of Annex Advisory Services's portfolio in Q2 2026, its #114 holding.
Annex Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
Annex Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $5.92M in Q4 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.