SSWM
EFAA

Sheets Smith Wealth Management’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Sheets Smith Wealth 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 		$229K Buy
+4,115
New +$226K 0.02% 380

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

Sheets Smith Wealth Management's EFAA Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in Invesco MSCI EAFE Income Advantage ETF (EFAA) in Q2 2026: 4,115 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

70 funds tracked by Wall St. Rank hold EFAA as of Q2 2026.

  • Sheets Smith Wealth Management held 4,115 shares of Invesco MSCI EAFE Income Advantage ETF worth $229K as of Q2 2026.
  • Invesco MSCI EAFE Income Advantage ETF was a new Sheets Smith Wealth Management position in Q2 2026.
  • Invesco MSCI EAFE Income Advantage ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #380 holding.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.