First Command Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10	Closed	-$430	–	467
2024 Q2	$430	Buy	+10	New	+$424	﹤0.01%	480
2023 Q1	–	Sell	-416	Closed	–	–	99
2022 Q4	$0	Sell	416 -226	-35%	-$8.57K	﹤0.01%	53
2022 Q3	$9K	Buy	+642	New	+$25.1K	﹤0.01%	17

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Command Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 10 shares — an estimated $430 sold.

First Command Advisory Services first reported a position in AOM in Q3 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

First Command Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 10 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $430.
First Command Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and held it in 3 quarters.
First Command Advisory Services's iShares Core Moderate Allocation ETF position peaked at $9K in Q3 2022.
235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

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