Convergence Financial’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Convergence Financial’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	$446K	Buy	+5,398	New	+$410K	0.04%	182

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

Convergence Financial's GARP Position: Q2 2026 in Review

Convergence Financial opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 5,398 shares worth $446K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings.

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

Convergence Financial held 5,398 shares of iShares MSCI USA Quality GARP ETF worth $446K as of Q2 2026.
iShares MSCI USA Quality GARP ETF was a new Convergence Financial position in Q2 2026.
iShares MSCI USA Quality GARP ETF made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #182 holding.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.