Northwestern Mutual Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Northwestern Mutual Wealth Management’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	$26.9M	Buy	325,453 +105,024	+48%	+$7.98M	0.01%	418
2026 Q1	$14.1M	Buy	220,429 +52,231	+31%	+$3.54M	0.01%	518
2025 Q4	$11.5M	Buy	168,198 +98,077	+140%	+$6.6M	0.01%	535
2025 Q3	$4.6M	Buy	70,121 +43,560	+164%	+$2.72M	﹤0.01%	761
2025 Q2	$1.6M	Buy	+26,561	New	+$1.45M	﹤0.01%	1009

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 22.9% 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

Northwestern Mutual Wealth Management's GARP Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 48% in Q2 2026, buying an estimated $7.98M and bringing the position to 325,453 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #418.

Northwestern Mutual Wealth Management 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.

Northwestern Mutual Wealth Management held 325,453 shares of iShares MSCI USA Quality GARP ETF worth $26.9M as of Q2 2026.
Northwestern Mutual Wealth Management bought 105,024 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $7.98M.
iShares MSCI USA Quality GARP ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #418 holding.
Northwestern Mutual Wealth Management 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.