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 Q2	$45M	Buy	545,252 +43,119	+9%	+$3.28M	0.01%	921
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 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management's GARP Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 8.6% in Q2 2026, buying an estimated $3.28M and bringing the position to 545,252 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #921.

Envestnet Asset Management first reported a position in GARP in Q2 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Envestnet Asset Management held 545,252 shares of iShares MSCI USA Quality GARP ETF worth $45M as of Q2 2026.
Envestnet Asset Management bought 43,119 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $3.28M.
iShares MSCI USA Quality GARP ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #921 holding.
Envestnet Asset Management first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.