First Command Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-79	Closed	-$7.83K	–	458
2024 Q3	$7.83K	Hold	79	–	–	﹤0.01%	384
2024 Q2	$7.63K	Buy	+79	New	+$7.24K	﹤0.01%	374

Other funds holding IOO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

First Command Advisory Services's IOO Position: Q4 2024 in Review

First Command Advisory Services sold out of iShares Global 100 ETF (IOO) in Q4 2024, closing a stake of 79 shares — an estimated $7.83K sold.

First Command Advisory Services first reported a position in IOO in Q2 2024 and held it in 2 quarters. The position peaked at $7.83K in Q3 2024. 308 funds tracked by Wall St. Rank hold IOO as of Q4 2024.

First Command Advisory Services reported no remaining iShares Global 100 ETF position as of Q4 2024 after selling out during the quarter.
First Command Advisory Services sold 79 iShares Global 100 ETF shares in Q4 2024, an estimated $7.83K.
First Command Advisory Services first reported a position in iShares Global 100 ETF in Q2 2024 and held it in 2 quarters.
First Command Advisory Services's iShares Global 100 ETF position peaked at $7.83K in Q3 2024.
308 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2024.

Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.