FCAS
AOK icon

First Command Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

First Command Advisory Services’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-312
Closed -$11.5K – 466
2024
Q2 		$11.5K Hold
312
– – ﹤0.01% 348
2024
Q1 		$11.5K Buy
+312
New +$11.3K ﹤0.01% 352

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

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

First Command Advisory Services sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2024, closing a stake of 312 shares — an estimated $11.5K sold.

First Command Advisory Services first reported a position in AOK in Q1 2024 and held it in 2 quarters. The position peaked at $11.5K in Q2 2024. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

  • First Command Advisory Services reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • First Command Advisory Services sold 312 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $11.5K.
  • First Command Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q1 2024 and held it in 2 quarters.
  • First Command Advisory Services's iShares Core Conservative Allocation ETF position peaked at $11.5K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

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