MSWA
EFAA

Marshall & Sterling Wealth Advisors’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$2.56M Buy
45,938
+7,459
+19% +$410K 1.52% 19
2026
Q1 		$2.03M Buy
+38,479
New +$2.11M 1.33% 21

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
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EFAA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 19% in Q2 2026, buying an estimated $410K and bringing the position to 45,938 shares worth $2.56M. The position accounts for 1.52% of the portfolio, ranked #19.

Marshall & Sterling Wealth Advisors first reported a position in EFAA in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 45,938 shares of Invesco MSCI EAFE Income Advantage ETF worth $2.56M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 7,459 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $410K.
  • Invesco MSCI EAFE Income Advantage ETF made up 1.52% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.