Paulson Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36M | Buy |
370,610
+5,199
| +1% | +$520K | 8.44% | 4 |
|
|
2025
Q4 | $35.1M | Sell |
365,411
-6,475
| -2% | -$614K | 8.11% | 3 |
|
|
2025
Q3 | $34.7M | Buy |
371,886
+308
| +0.1% | +$28K | 8.21% | 3 |
|
|
2025
Q2 | $33.2M | Sell |
371,578
-32,489
| -8% | -$2.77M | 8.6% | 3 |
|
|
2025
Q1 | $33M | Buy |
404,067
+9,605
| +2% | +$774K | 9.3% | 3 |
|
|
2024
Q4 | $29.8M | Sell |
394,462
-83,648
| -17% | -$6.62M | 8.14% | 3 |
|
|
2024
Q3 | $40M | Buy |
478,110
+38,209
| +9% | +$3.07M | 10.7% | 3 |
|
|
2024
Q2 | $34.5M | Sell |
439,901
-2,400
| -0.5% | -$190K | 10.06% | 3 |
|
|
2024
Q1 | $35.3M | Buy |
442,301
+27,056
| +7% | +$2.07M | 10.39% | 3 |
|
|
2023
Q4 | $31.3M | Buy |
415,245
+58,134
| +16% | +$4.11M | 10.03% | 3 |
|
|
2023
Q3 | $24.6M | Buy |
357,111
+1,495
| +0.4% | +$107K | 8.61% | 3 |
|
|
2023
Q2 | $25.8M | Buy |
355,616
+11,708
| +3% | +$850K | 8.8% | 3 |
|
|
2023
Q1 | $24.6M | Buy |
343,908
+12,625
| +4% | +$883K | 10.94% | 3 |
|
|
2022
Q4 | $21.7M | Buy |
331,283
+31,045
| +10% | +$1.94M | 10.61% | 3 |
|
|
2022
Q3 | $16.8M | Sell |
300,238
-10,829
| -3% | -$675K | 9.06% | 3 |
|
|
2022
Q2 | $19.4M | Buy |
311,067
+2,626
| +0.9% | +$179K | 10.24% | 3 |
|
|
2022
Q1 | $22.7M | Buy |
308,441
+45,211
| +17% | +$3.38M | 10.36% | 3 |
|
|
2021
Q4 | $20.7M | Buy |
263,230
+12,063
| +5% | +$955K | 9.25% | 3 |
|
|
2021
Q3 | $19.6M | Buy |
251,167
+14,817
| +6% | +$1.19M | 9.31% | 3 |
|
|
2021
Q2 | $18.6M | Buy |
236,350
+2,599
| +1% | +$206K | 9.02% | 3 |
|
|
2021
Q1 | $18.4M | Buy |
233,751
+2,470
| +1% | +$186K | 9.14% | 3 |
|
|
2020
Q4 | $16.9M | Sell |
231,281
-26,581
| -10% | -$1.82M | 9.83% | 3 |
|
|
2020
Q3 | $16.4M | Buy |
257,862
+12,062
| +5% | +$772K | 10.6% | 3 |
|
|
2020
Q2 | $15M | Sell |
245,800
-8,770
| -3% | -$507K | 10.48% | 3 |
|
|
2020
Q1 | $13.8M | Buy |
254,570
+69,958
| +38% | +$4.44M | 10.59% | 3 |
|
|
2019
Q4 | $13M | Sell |
184,612
-3,650
| -2% | -$247K | 9.18% | 3 |
|
|
2019
Q3 | $12.3M | Sell |
188,262
-9,276
| -5% | -$598K | 9.25% | 3 |
|
|
2019
Q2 | $13M | Buy |
197,538
+17,562
| +10% | +$1.15M | 9.71% | 3 |
|
|
2019
Q1 | $11.7M | Buy |
179,976
+21,870
| +14% | +$1.38M | 8.85% | 3 |
|
|
2018
Q4 | $9.66M | Buy |
158,106
+17,626
| +13% | +$1.1M | 7.98% | 3 |
|
|
2018
Q3 | $8.83M | Buy |
140,480
+33,353
| +31% | +$2.25M | 7.92% | 1 |
|
|
2018
Q2 | $7.17M | Buy |
107,127
+5,057
| +5% | +$355K | 7.08% | 1 |
|
|
2018
Q1 | $7.11M | Buy |
102,070
+24,899
| +32% | +$1.78M | 7.08% | 1 |
|
|
2017
Q4 | $5.43M | Buy |
+77,171
| New | +$5.37M | 4.76% | 3 |
|
Other funds holding EFA
NMIMC
Paulson Wealth Management's EFA Position: Q1 2026 in Review
Paulson Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q1 2026, buying an estimated $520K and bringing the position to 370,610 shares worth $36M. The position accounts for 8.44% of the portfolio, ranked #4.
Paulson Wealth Management first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $40M in Q3 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Paulson Wealth Management held 370,610 shares of iShares MSCI EAFE ETF worth $36M as of Q1 2026.
- Paulson Wealth Management bought 5,199 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $520K.
- iShares MSCI EAFE ETF made up 8.44% of Paulson Wealth Management's portfolio in Q1 2026, its #4 holding.
- Paulson Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Paulson Wealth Management's iShares MSCI EAFE ETF position peaked at $40M in Q3 2024.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.