EH
GARP

Equitable Holdings’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Equitable Holdings’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 		$28.2M Buy
341,897
+142,055
+71% +$10.8M 0.17% 126
2026
Q1 		$13.6M Buy
199,842
+160,390
+407% +$10.9M 0.09% 223
2025
Q4 		$2.69M Buy
39,452
+12,750
+48% +$858K 0.02% 542
2025
Q3 		$1.75M Buy
26,702
+2,539
+11% +$159K 0.01% 661
2025
Q2 		$1.46M Buy
24,163
+13,412
+125% +$730K 0.01% 681
2025
Q1 		$548K Buy
+10,751
New +$601K 0.01% 890

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

Equitable Holdings's GARP Position: Q2 2026 in Review

Equitable Holdings increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 71% in Q2 2026, buying an estimated $10.8M and bringing the position to 341,897 shares worth $28.2M. The position accounts for 0.17% of the portfolio, ranked #126.

Equitable Holdings first reported a position in GARP in Q1 2025 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Equitable Holdings held 341,897 shares of iShares MSCI USA Quality GARP ETF worth $28.2M as of Q2 2026.
  • Equitable Holdings bought 142,055 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $10.8M.
  • iShares MSCI USA Quality GARP ETF made up 0.17% of Equitable Holdings's portfolio in Q2 2026, its #126 holding.
  • Equitable Holdings first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.