Morgan Stanley
GARP

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
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 – 7919
2023
Q3 		$36 Buy
+1
New +$37 ﹤0.01% 7500

Other funds holding GARP

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LPL Financial San Diego, California $376B AUM 19.32% 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 $4.46B AUM 29.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return