First Command Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

First Command Advisory Services’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-15	Closed	-$1.12K	–	465
2024 Q2	$1.12K	Buy	+15	New	+$1.1K	﹤0.01%	459

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Command Advisory Services's AOA Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 15 shares — an estimated $1.12K sold.

First Command Advisory Services first reported a position in AOA in Q2 2024 and held it in 1 quarter. The position peaked at $1.12K in Q2 2024. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

First Command Advisory Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 15 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $1.12K.
First Command Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and held it in 1 quarter.
First Command Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.12K in Q2 2024.
318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.