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

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
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

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. 70 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.
  • 70 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.