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BFC Planning, Inc.’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

BFC Planning, Inc.’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 		$17.9K Buy
217
+188
+648% +$14.3K ﹤0.01% 2062
2026
Q1 		$1.86K Hold
29
– – ﹤0.01% 2610
2025
Q4 		$1.98K Buy
+29
New +$1.95K ﹤0.01% 2640

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Morgan Stanley
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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
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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 $45.2B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

BFC Planning, Inc.'s GARP Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 648% in Q2 2026, buying an estimated $14.3K and bringing the position to 217 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

BFC Planning, Inc. first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • BFC Planning, Inc. held 217 shares of iShares MSCI USA Quality GARP ETF worth $17.9K as of Q2 2026.
  • BFC Planning, Inc. bought 188 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $14.3K.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2062 holding.
  • BFC Planning, Inc. first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.