CAG
GARP

Csenge Advisory Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Csenge Advisory Group’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 		$406K Sell
4,915
-20
-0.4% -$1.52K 0.02% 525
2026
Q1 		$316K Hold
4,935
– – 0.01% 542
2025
Q4 		$336K Hold
4,935
– – 0.02% 534
2025
Q3 		$324K Buy
+4,935
New +$308K 0.02% 532

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

Csenge Advisory Group's GARP Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.41% in Q2 2026, selling an estimated $1.52K and leaving 4,915 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #525.

Csenge Advisory Group first reported a position in GARP in Q3 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Csenge Advisory Group held 4,915 shares of iShares MSCI USA Quality GARP ETF worth $406K as of Q2 2026.
  • Csenge Advisory Group sold 20 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $1.52K.
  • iShares MSCI USA Quality GARP ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #525 holding.
  • Csenge Advisory Group first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.