Concord Wealth Partners’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Concord Wealth Partners’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	$1.42K	Buy	+17	New	+$1.29K	﹤0.01%	760
2026 Q1	–	Sell	-17	Closed	-$1.17K	–	821
2025 Q4	$1.17K	Hold	17	–	–	﹤0.01%	721
2025 Q3	$1.13K	Hold	17	–	–	﹤0.01%	735
2025 Q2	$1.04K	Hold	17	–	–	﹤0.01%	755
2025 Q1	$876	Buy	+17	New	+$951	﹤0.01%	739

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Concord Wealth Partners's GARP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 17 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GARP as recently as Q4 2025.

Concord Wealth Partners first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Concord Wealth Partners held 17 shares of iShares MSCI USA Quality GARP ETF worth $1.42K as of Q2 2026.
iShares MSCI USA Quality GARP ETF was a new Concord Wealth Partners position in Q2 2026.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #760 holding.
Concord Wealth Partners first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.