Nations Financial Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Nations Financial Group’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	$1.98M	Buy	23,988 +630	+3%	+$47.9K	0.09%	225
2026 Q1	$1.49M	Buy	23,358 +2,981	+15%	+$202K	0.08%	264
2025 Q4	$1.39M	Buy	20,377 +10,925	+116%	+$736K	0.07%	266
2025 Q3	$620K	Buy	9,452 +3,304	+54%	+$206K	0.04%	439
2025 Q2	$371K	Buy	6,148 +929	+18%	+$50.5K	0.03%	514
2025 Q1	$266K	Buy	5,219 +222	+4%	+$12.4K	0.02%	560
2024 Q4	$281K	Buy	+4,997	New	+$276K	0.02%	563

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Nations Financial Group's GARP Position: Q2 2026 in Review

Nations Financial Group increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 2.7% in Q2 2026, buying an estimated $47.9K and bringing the position to 23,988 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #225.

Nations Financial Group first reported a position in GARP in Q4 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Nations Financial Group held 23,988 shares of iShares MSCI USA Quality GARP ETF worth $1.98M as of Q2 2026.
Nations Financial Group bought 630 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $47.9K.
iShares MSCI USA Quality GARP ETF made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #225 holding.
Nations Financial Group first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.