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GARP

NewEdge Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

NewEdge 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 		$1.14M Buy
13,762
+11,143
+425% +$846K ﹤0.01% 1576
2026
Q1 		$168K Buy
2,619
+173
+7% +$11.7K ﹤0.01% 2648
2025
Q4 		$167K Buy
2,446
+1,093
+81% +$73.6K ﹤0.01% 2632
2025
Q3 		$88.8K Sell
1,353
-593
-30% -$37K ﹤0.01% 2639
2025
Q2 		$118K Buy
1,946
+164
+9% +$8.92K ﹤0.01% 2368
2025
Q1 		$90.9K Buy
1,782
+569
+47% +$31.8K ﹤0.01% 2326
2024
Q4 		$68.2K Buy
1,213
+88
+8% +$4.86K ﹤0.01% 2407
2024
Q3 		$60.1K Buy
+1,125
New +$57.9K ﹤0.01% 2371

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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

NewEdge Advisors's GARP Position: Q2 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 425% in Q2 2026, buying an estimated $846K and bringing the position to 13,762 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

NewEdge Advisors first reported a position in GARP in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • NewEdge Advisors held 13,762 shares of iShares MSCI USA Quality GARP ETF worth $1.14M as of Q2 2026.
  • NewEdge Advisors bought 11,143 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $846K.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1576 holding.
  • NewEdge Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 8 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

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