First Command Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9	Closed	-$447	–	482
2023 Q2	$447	Buy	+9	New	+$424	﹤0.01%	46

Other funds holding ISCB

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Command Advisory Services's ISCB Position: Q3 2023 in Review

First Command Advisory Services sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2023, closing a stake of 9 shares — an estimated $447 sold.

First Command Advisory Services first reported a position in ISCB in Q2 2023 and held it in 1 quarter. The position peaked at $447 in Q2 2023. 69 funds tracked by Wall St. Rank hold ISCB as of Q3 2023.

First Command Advisory Services reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
First Command Advisory Services sold 9 iShares Morningstar Small-Cap ETF shares in Q3 2023, an estimated $447.
First Command Advisory Services first reported a position in iShares Morningstar Small-Cap ETF in Q2 2023 and held it in 1 quarter.
First Command Advisory Services's iShares Morningstar Small-Cap ETF position peaked at $447 in Q2 2023.
69 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2023.

Based on First Command Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.