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

Keyvantage 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	$218K	Sell	2,641 -3,507	-57%	-$266K	0.08%	90
2026 Q1	$393K	Sell	6,148 -2,849	-32%	-$193K	0.17%	67
2025 Q4	$613K	Sell	8,997 -612	-6%	-$41.2K	0.26%	57
2025 Q3	$631K	Sell	9,609 -3	-0%	-$187	0.26%	53
2025 Q2	$580K	Sell	9,612 -8	-0.1%	-$435	0.26%	53
2025 Q1	$491K	Buy	9,620 +9	+0.1%	+$503	0.24%	55
2024 Q4	$541K	Buy	+9,611	New	+$531K	0.39%	46

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

Keyvantage Wealth's GARP Position: Q2 2026 in Review

Keyvantage Wealth reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 57% in Q2 2026, selling an estimated $266K and leaving 2,641 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #90.

Keyvantage Wealth first reported a position in GARP in Q4 2024 and has held it in 7 quarters since. The position peaked at $631K in Q3 2025. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Keyvantage Wealth held 2,641 shares of iShares MSCI USA Quality GARP ETF worth $218K as of Q2 2026.
Keyvantage Wealth sold 3,507 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $266K.
iShares MSCI USA Quality GARP ETF made up 0.08% of Keyvantage Wealth's portfolio in Q2 2026, its #90 holding.
Keyvantage Wealth first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's iShares MSCI USA Quality GARP ETF position peaked at $631K in Q3 2025.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.