Morgan Stanley’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Morgan Stanley’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	$151M	Buy	1,833,873 +1,035,645	+130%	+$78.7M	0.01%	1230
2026 Q1	$51.1M	Buy	798,228 +532,207	+200%	+$36.1M	﹤0.01%	2075
2025 Q4	$18.1M	Buy	266,021 +266,020	+26,602,000%	+$17.9M	﹤0.01%	3033
2025 Q3	$74	Hold	1	–	–	﹤0.01%	7743
2025 Q2	$96	Buy	+1	New	+$54	﹤0.01%	7656
2024 Q4	–	Sell	-1	Closed	-$71	–	8127
2024 Q3	$71	Buy	+1	New	+$52	﹤0.01%	7494
2024 Q2	–	Sell	-1	Closed	-$48	–	7976
2024 Q1	$48	Buy	+1	New	+$45	﹤0.01%	7501
2023 Q4	–	Sell	-1	Closed	-$36	–	7918
2023 Q3	$36	Buy	+1	New	+$37	﹤0.01%	7500

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley's GARP Position: Q2 2026 in Review

Morgan Stanley increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 130% in Q2 2026, buying an estimated $78.7M and bringing the position to 1,833,873 shares worth $151M. The position accounts for 0.01% of the portfolio, ranked #1230.

Morgan Stanley first reported a position in GARP in Q3 2023 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Morgan Stanley held 1,833,873 shares of iShares MSCI USA Quality GARP ETF worth $151M as of Q2 2026.
Morgan Stanley bought 1,035,645 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $78.7M.
iShares MSCI USA Quality GARP ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1230 holding.
Morgan Stanley first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2023 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.