PJC
EFAA

Phillip James Consulting’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Phillip James Consulting’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 		– Sell
-39,934
Closed -$779K – 386
2026
Q1 		$779K Buy
+39,934
New +$2.19M 0.59% 31

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

Phillip James Consulting's EFAA Position: Q2 2026 in Review

Phillip James Consulting sold out of Invesco MSCI EAFE Income Advantage ETF (EFAA) in Q2 2026, closing a stake of 39,934 shares — an estimated $779K sold.

Phillip James Consulting first reported a position in EFAA in Q1 2026 and held it in 1 quarter. The position peaked at $779K in Q1 2026. 70 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Phillip James Consulting reported no remaining Invesco MSCI EAFE Income Advantage ETF position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 39,934 Invesco MSCI EAFE Income Advantage ETF shares in Q2 2026, an estimated $779K.
  • Phillip James Consulting first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's Invesco MSCI EAFE Income Advantage ETF position peaked at $779K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.