APFP
GARP

Action Point Financial Planning’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Action Point Financial Planning’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Buy
+28,085
New +$2.13M 0.24% 94

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Action Point Financial Planning's GARP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 28,085 shares worth $2.32M. The stake represents 0.24% of the portfolio and ranks #94 among its holdings.

176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Action Point Financial Planning held 28,085 shares of iShares MSCI USA Quality GARP ETF worth $2.32M as of Q2 2026.
  • iShares MSCI USA Quality GARP ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares MSCI USA Quality GARP ETF made up 0.24% of Action Point Financial Planning's portfolio in Q2 2026, its #94 holding.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.