Cerity Partners’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Cerity Partners’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	$223K	Hold	4,000	–	–	﹤0.01%	2988
2026 Q1	$211K	Hold	4,000	–	–	﹤0.01%	2856
2025 Q4	$216K	Hold	4,000	–	–	﹤0.01%	2593
2025 Q3	$211K	Hold	4,000	–	–	﹤0.01%	2477
2025 Q2	$206K	Buy	+4,000	New	+$199K	﹤0.01%	2344

Other funds holding EFAA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

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

BCM

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

Cerity Partners's EFAA Position: Q2 2026 in Review

Cerity Partners held its Invesco MSCI EAFE Income Advantage ETF (EFAA) position steady in Q2 2026 at 4,000 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Cerity Partners first reported a position in EFAA in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

Cerity Partners held 4,000 shares of Invesco MSCI EAFE Income Advantage ETF worth $223K as of Q2 2026.
Cerity Partners left its Invesco MSCI EAFE Income Advantage ETF share count unchanged in Q2 2026.
Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2988 holding.
Cerity Partners first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.