MPIA
GARP

Milestones Private Investment Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Milestones Private Investment 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
Q1 		$3.87M Buy
60,571
+2,529
+4% +$172K 3.41% 6
2025
Q4 		$3.95M Sell
58,042
-4,619
-7% -$311K 2.72% 6
2025
Q3 		$4.11M Buy
62,661
+306
+0.5% +$19.1K 2.81% 7
2025
Q2 		$3.76M Buy
+62,355
New +$3.39M 2.79% 6

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Milestones Private Investment Advisors's GARP Position: Q1 2026 in Review

Milestones Private Investment Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 4.4% in Q1 2026, buying an estimated $172K and bringing the position to 60,571 shares worth $3.87M. The position accounts for 3.41% of the portfolio, ranked #6.

Milestones Private Investment Advisors first reported a position in GARP in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.11M in Q3 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Milestones Private Investment Advisors held 60,571 shares of iShares MSCI USA Quality GARP ETF worth $3.87M as of Q1 2026.
  • Milestones Private Investment Advisors bought 2,529 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $172K.
  • iShares MSCI USA Quality GARP ETF made up 3.41% of Milestones Private Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Milestones Private Investment Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 4 quarters since.
  • Milestones Private Investment Advisors's iShares MSCI USA Quality GARP ETF position peaked at $4.11M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.