Envestnet Asset Management
GARP

Envestnet Asset Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Envestnet Asset Management’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 		$32.1M Buy
502,133
+161,375
+47% +$10.9M 0.01% 1041
2025
Q4 		$23.2M Buy
340,758
+196,370
+136% +$13.2M 0.01% 1117
2025
Q3 		$9.48M Buy
144,388
+90,812
+170% +$5.67M ﹤0.01% 1804
2025
Q2 		$3.23M Buy
53,576
+8,153
+18% +$444K ﹤0.01% 2505
2025
Q1 		$2.32M Sell
45,423
-10,318
-19% -$577K ﹤0.01% 2625
2024
Q4 		$3.14M Buy
55,741
+45,622
+451% +$2.52M ﹤0.01% 2406
2024
Q3 		$540K Buy
10,119
+6,105
+152% +$314K ﹤0.01% 3507
2024
Q2 		$208K Buy
+4,014
New +$194K ﹤0.01% 3913

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 $38.8B AUM 21.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's GARP Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 47% in Q1 2026, buying an estimated $10.9M and bringing the position to 502,133 shares worth $32.1M. The position accounts for 0.01% of the portfolio, ranked #1041.

Envestnet Asset Management first reported a position in GARP in Q2 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Envestnet Asset Management held 502,133 shares of iShares MSCI USA Quality GARP ETF worth $32.1M as of Q1 2026.
  • Envestnet Asset Management bought 161,375 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $10.9M.
  • iShares MSCI USA Quality GARP ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1041 holding.
  • Envestnet Asset Management first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 8 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.