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Paulson Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Paulson Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-101,969
Closed -$3.87M – 138
2023
Q3 		$3.87M Sell
101,969
-2,030
-2% -$80.4K 1.35% 15
2023
Q2 		$4.11M Buy
103,999
+1,685
+2% +$66.3K 1.4% 15
2023
Q1 		$4.04M Buy
102,314
+848
+0.8% +$33.7K 1.8% 12
2022
Q4 		$3.85M Sell
101,466
-27,796
-22% -$1.03M 1.88% 12
2022
Q3 		$4.51M Sell
129,262
-172,779
-57% -$6.74M 2.43% 9
2022
Q2 		$12.1M Sell
302,041
-200
-0.1% -$8.39K 6.38% 7
2022
Q1 		$13.6M Sell
302,241
-8,658
-3% -$409K 6.23% 7
2021
Q4 		$15.2M Buy
310,899
+20,938
+7% +$1.05M 6.78% 6
2021
Q3 		$14.6M Buy
289,961
+38,656
+15% +$2.01M 6.94% 5
2021
Q2 		$13.9M Buy
251,305
+12,450
+5% +$676K 6.71% 6
2021
Q1 		$12.9M Buy
238,855
+6,901
+3% +$378K 6.43% 6
2020
Q4 		$12M Buy
231,954
+65,733
+40% +$3.16M 6.98% 5
2020
Q3 		$7.33M Buy
166,221
+2,127
+1% +$93.3K 4.73% 5
2020
Q2 		$6.56M Sell
164,094
-3,943
-2% -$148K 4.6% 6
2020
Q1 		$5.93M Buy
168,037
+51,488
+44% +$2.11M 4.54% 5
2019
Q4 		$5.39M Buy
116,549
+23,239
+25% +$998K 3.81% 5
2019
Q3 		$3.81M Buy
93,310
+2,383
+3% +$98.4K 2.87% 5
2019
Q2 		$3.9M Buy
90,927
+5,703
+7% +$242K 2.91% 5
2019
Q1 		$3.66M Buy
85,224
+27,048
+46% +$1.14M 2.77% 5
2018
Q4 		$2.38M Sell
58,176
-104
-0.2% -$4.17K 1.96% 10
2018
Q3 		$2.31M Buy
58,280
+13,804
+31% +$596K 2.07% 9
2018
Q2 		$1.93M Buy
44,476
+371
+0.8% +$17.2K 1.9% 12
2018
Q1 		$2.13M Buy
44,105
+6,726
+18% +$330K 2.12% 9
2017
Q4 		$1.76M Buy
+37,379
New +$1.73M 1.55% 11

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Paulson Wealth Management's EEM Position: Q4 2023 in Review

Paulson Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 101,969 shares — an estimated $3.87M sold.

Paulson Wealth Management first reported a position in EEM in Q4 2017 and held it in 24 quarters. The position peaked at $15.2M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

  • Paulson Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Paulson Wealth Management sold 101,969 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $3.87M.
  • Paulson Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 24 quarters.
  • Paulson Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $15.2M in Q4 2021.
  • 1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Paulson Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.