Envestnet Asset Management
EFAA

Envestnet Asset Management’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Envestnet Asset Management’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 		$6.7M Buy
120,115
+18,023
+18% +$990K ﹤0.01% 2250
2026
Q1 		$5.38M Buy
102,092
+28,222
+38% +$1.55M ﹤0.01% 2274
2025
Q4 		$3.99M Buy
73,870
+23,343
+46% +$1.24M ﹤0.01% 2334
2025
Q3 		$2.67M Buy
+50,527
New +$2.63M ﹤0.01% 2687

Other funds holding EFAA

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Envestnet Asset Management's EFAA Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 18% in Q2 2026, buying an estimated $990K and bringing the position to 120,115 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Envestnet Asset Management first reported a position in EFAA in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Envestnet Asset Management held 120,115 shares of Invesco MSCI EAFE Income Advantage ETF worth $6.7M as of Q2 2026.
  • Envestnet Asset Management bought 18,023 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $990K.
  • Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2250 holding.
  • Envestnet Asset Management first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.