EWA
GARP

EverSource Wealth Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

EverSource Wealth Advisors’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
2025
Q2 		– Sell
-50
Closed -$2.55K – 4378
2025
Q1 		$2.55K Hold
50
– – ﹤0.01% 2814
2024
Q4 		$2.81K Buy
+50
New +$2.76K ﹤0.01% 2584

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

EverSource Wealth Advisors's GARP Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q2 2025, closing a stake of 50 shares — an estimated $2.55K sold.

EverSource Wealth Advisors first reported a position in GARP in Q4 2024 and held it in 2 quarters. The position peaked at $2.81K in Q4 2024. 76 funds tracked by Wall St. Rank hold GARP as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining iShares MSCI USA Quality GARP ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 50 iShares MSCI USA Quality GARP ETF shares in Q2 2025, an estimated $2.55K.
  • EverSource Wealth Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's iShares MSCI USA Quality GARP ETF position peaked at $2.81K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.