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

Newbridge Financial Services 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	$1.49K	Hold	18	–	–	﹤0.01%	1102
2026 Q1	$1.15K	Hold	18	–	–	﹤0.01%	1072
2025 Q4	$1.23K	Hold	18	–	–	﹤0.01%	1060
2025 Q3	$1.18K	Hold	18	–	–	﹤0.01%	1171
2025 Q2	$1.09K	Buy	+18	New	+$979	﹤0.01%	1188

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

Newbridge Financial Services Group's GARP Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q2 2026 at 18 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Newbridge Financial Services Group first reported a position in GARP in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Newbridge Financial Services Group held 18 shares of iShares MSCI USA Quality GARP ETF worth $1.49K as of Q2 2026.
Newbridge Financial Services Group left its iShares MSCI USA Quality GARP ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1102 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.