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
Q2 		$1.07K Sell
13
-12
-48% -$911 ﹤0.01% 9637
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 $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

UBS Group's GARP Position: Q2 2026 in Review

UBS Group reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 48% in Q2 2026, selling an estimated $911 and leaving 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #9637.

UBS Group first reported a position in GARP in Q1 2021 and has held it in 16 quarters since. The position peaked at $152K in Q4 2025. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • UBS Group held 13 shares of iShares MSCI USA Quality GARP ETF worth $1.07K as of Q2 2026.
  • UBS Group sold 12 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $911.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9637 holding.
  • UBS Group first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2021 and has held it in 16 quarters since.
  • UBS Group's iShares MSCI USA Quality GARP ETF position peaked at $152K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.