Bank of Montreal
GARP

Bank of Montreal’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Bank of Montreal’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
Q1 		$26.2K Sell
409
-564
-58% -$38.3K ﹤0.01% 3435
2025
Q4 		$66.2K Buy
973
+626
+180% +$42.1K ﹤0.01% 3138
2025
Q3 		$22.8K Sell
347
-23
-6% -$1.44K ﹤0.01% 3265
2025
Q2 		$22.3K Buy
370
+11
+3% +$598 ﹤0.01% 3267
2025
Q1 		$18.3K Buy
+359
New +$20.1K ﹤0.01% 3233

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Montreal's GARP Position: Q1 2026 in Review

Bank of Montreal reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 58% in Q1 2026, selling an estimated $38.3K and leaving 409 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

Bank of Montreal first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. The position peaked at $66.2K in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Bank of Montreal held 409 shares of iShares MSCI USA Quality GARP ETF worth $26.2K as of Q1 2026.
  • Bank of Montreal sold 564 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $38.3K.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3435 holding.
  • Bank of Montreal first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Montreal's iShares MSCI USA Quality GARP ETF position peaked at $66.2K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.