KCFA
GARP

Key Client Fiduciary Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Key Client Fiduciary 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
2026
Q2 		$7.64M Buy
92,535
+81,915
+771% +$6.22M 2.2% 11
2026
Q1 		$679K Buy
10,620
+6,895
+185% +$468K 0.23% 92
2025
Q4 		$254K Buy
+3,725
New +$251K 0.09% 170

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

Key Client Fiduciary Advisors's GARP Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 771% in Q2 2026, buying an estimated $6.22M and bringing the position to 92,535 shares worth $7.64M. The position accounts for 2.2% of the portfolio, ranked #11.

Key Client Fiduciary Advisors first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Key Client Fiduciary Advisors held 92,535 shares of iShares MSCI USA Quality GARP ETF worth $7.64M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 81,915 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $6.22M.
  • iShares MSCI USA Quality GARP ETF made up 2.2% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #11 holding.
  • Key Client Fiduciary Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.