MYIA
GARP

Mount Yale Investment Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Mount Yale 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
Q2 		$37.9M Buy
+458,581
New +$34.8M 0.7% 26
2025
Q3 		– Sell
-409,425
Closed -$24.7M – 1657
2025
Q2 		$24.7M Buy
+409,425
New +$22.3M 1.93% 8

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mount Yale Investment Advisors's GARP Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 458,581 shares worth $37.9M. The stake represents 0.7% of the portfolio and ranks #26 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GARP as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in GARP in Q2 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Mount Yale Investment Advisors held 458,581 shares of iShares MSCI USA Quality GARP ETF worth $37.9M as of Q2 2026.
  • iShares MSCI USA Quality GARP ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • iShares MSCI USA Quality GARP ETF made up 0.7% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.