Global Retirement Partners’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Global Retirement Partners’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	$395K	Buy	+4,787	New	+$364K	0.01%	1153
2025 Q4	$215K	Buy	3,163 +387	+14%	+$26.1K	﹤0.01%	1429
2025 Q3	$182K	Buy	2,776 +491	+21%	+$30.7K	﹤0.01%	1224
2025 Q2	$138K	Buy	+2,285	New	+$124K	﹤0.01%	1272
2024 Q4	$33.8K	Buy	+600	New	+$33.2K	﹤0.01%	1813

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Global Retirement Partners's GARP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 4,787 shares worth $395K. The stake represents 0.01% of the portfolio and ranks #1153 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GARP as recently as Q4 2025.

Global Retirement Partners first reported a position in GARP in Q4 2024 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Global Retirement Partners held 4,787 shares of iShares MSCI USA Quality GARP ETF worth $395K as of Q2 2026.
iShares MSCI USA Quality GARP ETF was a new Global Retirement Partners position in Q2 2026.
iShares MSCI USA Quality GARP ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1153 holding.
Global Retirement Partners first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.