UBS Group
GARP

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

UBS 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
Q1 		$1.6K Sell
25
-2,213
-99% -$150K ﹤0.01% 9482
2025
Q4 		$152K Buy
2,238
+996
+80% +$67.1K ﹤0.01% 6711
2025
Q3 		$81.5K Buy
+1,242
New +$77.6K ﹤0.01% 7248
2025
Q1 		– Sell
-50
Closed -$2.81K – 10832
2024
Q4 		$2.81K Buy
+50
New +$2.76K ﹤0.01% 8980
2024
Q3 		– Sell
-218
Closed -$11.3K – 10207
2024
Q2 		$11.3K Buy
+218
New +$10.5K ﹤0.01% 7647
2023
Q3 		– Sell
-23
Closed -$846 – 10057
2023
Q2 		$846 Buy
23
+7
+44% +$238 ﹤0.01% 8083
2023
Q1 		$529 Sell
16
-401
-96% -$12.6K ﹤0.01% 8988
2022
Q4 		$12.1K Buy
417
+7
+2% +$210 ﹤0.01% 8317
2022
Q3 		$12K Buy
410
+85
+26% +$2.69K ﹤0.01% 8193
2022
Q2 		$9K Sell
325
-1,473
-82% -$47.2K ﹤0.01% 8182
2022
Q1 		$66K Buy
1,798
+57
+3% +$2.06K ﹤0.01% 6233
2021
Q4 		$70K Sell
1,741
-303
-15% -$11.8K ﹤0.01% 6629
2021
Q3 		$74K Sell
2,044
-115
-5% -$4.3K ﹤0.01% 6049
2021
Q2 		$77K Sell
2,159
-263
-11% -$8.98K ﹤0.01% 6078
2021
Q1 		$78K Buy
+2,422
New +$78.3K ﹤0.01% 6159

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return