Corient Private Wealth
GARP

Corient Private Wealth’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Corient Private Wealth’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 		$496K Buy
+6,008
New +$456K ﹤0.01% 2230
2026
Q1 		– Sell
-6,000
Closed -$409K – 3010
2025
Q4 		$409K Buy
+6,000
New +$404K ﹤0.01% 1976

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

Corient Private Wealth's GARP Position: Q2 2026 in Review

Corient Private Wealth opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 6,008 shares worth $496K. The stake represents ﹤0.01% of the portfolio and ranks #2230 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in GARP as recently as Q4 2025.

Corient Private Wealth first reported a position in GARP in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Corient Private Wealth held 6,008 shares of iShares MSCI USA Quality GARP ETF worth $496K as of Q2 2026.
  • iShares MSCI USA Quality GARP ETF was a new Corient Private Wealth position in Q2 2026.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2230 holding.
  • Corient Private Wealth first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.