Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Ishares Inc ctr wld minvl shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ishares Inc ctr wld minvl

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All positions including Ishares Inc ctr wld minvl held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc ctr wld minvl by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 50k 118.75

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
LPL Financial
UBS Group
Common Fund For Nonprofit Organizations
Ameriprise Financial
Searcy Financial Services
Envestnet Asset Management
Jpmorgan Chase & Co
DORVAL Corp
Ackerman Capital Advisors
Bessemer
Raymond James Financial

View all funds holding Ishares Inc ctr wld minvl