AWM
GARP

Atticus Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-582
Closed -$35.1K – 670
2025
Q2 		$35.1K Sell
582
-58
-9% -$3.16K 0.01% 355
2025
Q1 		$32.6K Buy
640
+1
+0.2% +$56 0.01% 275
2024
Q4 		$35.9K Buy
+639
New +$35.3K 0.01% 276

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atticus Wealth Management's GARP Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q3 2025, closing a stake of 582 shares — an estimated $35.1K sold.

Atticus Wealth Management first reported a position in GARP in Q4 2024 and held it in 3 quarters. The position peaked at $35.9K in Q4 2024. 94 funds tracked by Wall St. Rank hold GARP as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares MSCI USA Quality GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 582 iShares MSCI USA Quality GARP ETF shares in Q3 2025, an estimated $35.1K.
  • Atticus Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and held it in 3 quarters.
  • Atticus Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $35.9K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.