HNW
GARP

High Note Wealth’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

High Note Wealth’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 		– Sell
-1,126
Closed -$72K – 1032
2026
Q1 		$72K Hold
1,126
– – 0.01% 175
2025
Q4 		$76.7K Buy
+1,126
New +$75.8K 0.02% 166

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

High Note Wealth's GARP Position: Q2 2026 in Review

High Note Wealth sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026, closing a stake of 1,126 shares — an estimated $72K sold.

High Note Wealth first reported a position in GARP in Q4 2025 and held it in 2 quarters. The position peaked at $76.7K in Q4 2025. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • High Note Wealth reported no remaining iShares MSCI USA Quality GARP ETF position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 1,126 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $72K.
  • High Note Wealth first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and held it in 2 quarters.
  • High Note Wealth's iShares MSCI USA Quality GARP ETF position peaked at $76.7K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.