MOS
GARP

MGO One Seven’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

MGO One Seven’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
2024
Q3 		– Sell
-6,438
Closed -$334K – 1050
2024
Q2 		$334K Buy
+6,438
New +$311K 0.02% 709

Other funds holding GARP

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MGO One Seven's GARP Position: Q3 2024 in Review

MGO One Seven sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q3 2024, closing a stake of 6,438 shares — an estimated $334K sold.

MGO One Seven first reported a position in GARP in Q2 2024 and held it in 1 quarter. The position peaked at $334K in Q2 2024. 31 funds tracked by Wall St. Rank hold GARP as of Q3 2024.

  • MGO One Seven reported no remaining iShares MSCI USA Quality GARP ETF position as of Q3 2024 after selling out during the quarter.
  • MGO One Seven sold 6,438 iShares MSCI USA Quality GARP ETF shares in Q3 2024, an estimated $334K.
  • MGO One Seven first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and held it in 1 quarter.
  • MGO One Seven's iShares MSCI USA Quality GARP ETF position peaked at $334K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2024.

Based on MGO One Seven's 13F filing for Q3 2024, filed 15 Oct 2024.