EE
GARP

EWG Elevate’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

EWG Elevate’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
Q3 		$1.54M Sell
23,426
-822
-3% -$51.3K 0.48% 58
2025
Q2 		$1.46M Sell
24,248
-2,206
-8% -$120K 0.45% 61
2025
Q1 		$1.35M Buy
+26,454
New +$1.48M 0.5% 50
2024
Q3 		– Sell
-93,837
Closed -$4.87M – 144
2024
Q2 		$4.87M Buy
+93,837
New +$4.53M 1.78% 18

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 $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWG Elevate's GARP Position: Q3 2025 in Review

EWG Elevate reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 3.4% in Q3 2025, selling an estimated $51.3K and leaving 23,426 shares worth $1.54M. The position accounts for 0.48% of the portfolio, ranked #58.

EWG Elevate first reported a position in GARP in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.87M in Q2 2024. 94 funds tracked by Wall St. Rank hold GARP as of Q3 2025.

  • EWG Elevate held 23,426 shares of iShares MSCI USA Quality GARP ETF worth $1.54M as of Q3 2025.
  • EWG Elevate sold 822 iShares MSCI USA Quality GARP ETF shares in Q3 2025, an estimated $51.3K.
  • iShares MSCI USA Quality GARP ETF made up 0.48% of EWG Elevate's portfolio in Q3 2025, its #58 holding.
  • EWG Elevate first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 4 quarters since.
  • EWG Elevate's iShares MSCI USA Quality GARP ETF position peaked at $4.87M in Q2 2024.
  • 94 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.