NECFA
GARP

New England Capital Financial Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

New England Capital Financial 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 		$84.2K Hold
1,020
– – 0.02% 102
2026
Q1 		$65.2K Buy
+1,020
New +$69.2K 0.02% 113

Other funds holding GARP

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

New England Capital Financial Advisors's GARP Position: Q2 2026 in Review

New England Capital Financial Advisors held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q2 2026 at 1,020 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #102.

New England Capital Financial Advisors first reported a position in GARP in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • New England Capital Financial Advisors held 1,020 shares of iShares MSCI USA Quality GARP ETF worth $84.2K as of Q2 2026.
  • New England Capital Financial Advisors left its iShares MSCI USA Quality GARP ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality GARP ETF made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • New England Capital Financial Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.