FCAS
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First Command Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

First Command Advisory Services’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-51
Closed – – 138
2021
Q2 		$0 Buy
+51
New +$3.12K ﹤0.01% 52

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Envestnet Asset Management
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Command Advisory Services's IYG Position: Q3 2021 in Review

First Command Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 51 shares.

First Command Advisory Services first reported a position in IYG in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

  • First Command Advisory Services reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
  • First Command Advisory Services sold 51 iShares US Financial Services ETF shares in Q3 2021.
  • First Command Advisory Services first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 1 quarter.
  • First Command Advisory Services's iShares US Financial Services ETF position peaked at $0 in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on First Command Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.