Root Financial Partners’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Root Financial Partners’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 Q3	$465K	Buy	+8,458	New	+$475K	0.02%	237

Other funds holding EFAA

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Root Financial Partners's EFAA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco MSCI EAFE Income Advantage ETF (EFAA) in Q3 2026: 8,458 shares worth $465K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings.

18 funds tracked by Wall St. Rank hold EFAA as of Q3 2026.

Root Financial Partners held 8,458 shares of Invesco MSCI EAFE Income Advantage ETF worth $465K as of Q3 2026.
Invesco MSCI EAFE Income Advantage ETF was a new Root Financial Partners position in Q3 2026.
Invesco MSCI EAFE Income Advantage ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #237 holding.
18 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.