AO
EFAA icon

Advisor OS’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Advisor OS’s Portfolio EFAA Stock Details EFAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79M Buy
67,961
+8,457
+14% +$464K 0.25% 68
2026
Q1 		$3.14M Buy
59,504
+12,507
+27% +$686K 0.23% 73
2025
Q4 		$2.54M Buy
46,997
+16,212
+53% +$864K 0.2% 80
2025
Q3 		$1.63M Buy
+30,785
New +$1.6M 0.14% 100

Other funds holding EFAA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return

Advisor OS's EFAA Position: Q2 2026 in Review

Advisor OS increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 14% in Q2 2026, buying an estimated $464K and bringing the position to 67,961 shares worth $3.79M. The position accounts for 0.25% of the portfolio, ranked #68.

Advisor OS first reported a position in EFAA in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Advisor OS held 67,961 shares of Invesco MSCI EAFE Income Advantage ETF worth $3.79M as of Q2 2026.
  • Advisor OS bought 8,457 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $464K.
  • Invesco MSCI EAFE Income Advantage ETF made up 0.25% of Advisor OS's portfolio in Q2 2026, its #68 holding.
  • Advisor OS first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.