EFG International’s Invesco IVZ Stock Holding History

EFG International’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Hold	4,066	–	–	﹤0.01%	682
2026 Q1	$98.8K	Hold	4,066	–	–	﹤0.01%	643
2025 Q4	$107K	Buy	+4,066	New	+$99.3K	﹤0.01%	610

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EFG International's IVZ Position: Q2 2026 in Review

EFG International held its Invesco (IVZ) position steady in Q2 2026 at 4,066 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

EFG International first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

EFG International held 4,066 shares of Invesco worth $107K as of Q2 2026.
EFG International left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #682 holding.
EFG International first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.