Paulson Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Sell |
371,578
-32,489
| -8% | -$2.9M | 8.6% | 3 |
|
|
2025
Q1 | $33M | Buy |
404,067
+9,605
| +2% | +$785K | 9.3% | 3 |
|
|
2024
Q4 | $29.8M | Sell |
394,462
-83,648
| -17% | -$6.32M | 8.14% | 3 |
|
|
2024
Q3 | $40M | Buy |
478,110
+38,209
| +9% | +$3.2M | 10.7% | 3 |
|
|
2024
Q2 | $34.5M | Sell |
439,901
-2,400
| -0.5% | -$188K | 10.06% | 3 |
|
|
2024
Q1 | $35.3M | Buy |
442,301
+27,056
| +7% | +$2.16M | 10.39% | 3 |
|
|
2023
Q4 | $31.3M | Buy |
415,245
+58,134
| +16% | +$4.38M | 10.03% | 3 |
|
|
2023
Q3 | $24.6M | Buy |
357,111
+1,495
| +0.4% | +$103K | 8.61% | 3 |
|
|
2023
Q2 | $25.8M | Buy |
355,616
+11,708
| +3% | +$849K | 8.8% | 3 |
|
|
2023
Q1 | $24.6M | Buy |
343,908
+12,625
| +4% | +$903K | 10.94% | 3 |
|
|
2022
Q4 | $21.7M | Buy |
331,283
+31,045
| +10% | +$2.04M | 10.61% | 3 |
|
|
2022
Q3 | $16.8M | Sell |
300,238
-10,829
| -3% | -$607K | 9.06% | 3 |
|
|
2022
Q2 | $19.4M | Buy |
311,067
+2,626
| +0.9% | +$164K | 10.24% | 3 |
|
|
2022
Q1 | $22.7M | Buy |
308,441
+45,211
| +17% | +$3.33M | 10.36% | 3 |
|
|
2021
Q4 | $20.7M | Buy |
263,230
+12,063
| +5% | +$949K | 9.25% | 3 |
|
|
2021
Q3 | $19.6M | Buy |
251,167
+14,817
| +6% | +$1.16M | 9.31% | 3 |
|
|
2021
Q2 | $18.6M | Buy |
236,350
+2,599
| +1% | +$205K | 9.02% | 3 |
|
|
2021
Q1 | $18.4M | Buy |
233,751
+2,470
| +1% | +$194K | 9.14% | 3 |
|
|
2020
Q4 | $16.9M | Sell |
231,281
-26,581
| -10% | -$1.94M | 9.83% | 3 |
|
|
2020
Q3 | $16.4M | Buy |
257,862
+12,062
| +5% | +$768K | 10.6% | 3 |
|
|
2020
Q2 | $15M | Sell |
245,800
-8,770
| -3% | -$534K | 10.48% | 3 |
|
|
2020
Q1 | $13.8M | Buy |
254,570
+69,958
| +38% | +$3.8M | 10.59% | 3 |
|
|
2019
Q4 | $13M | Sell |
184,612
-3,650
| -2% | -$257K | 9.18% | 3 |
|
|
2019
Q3 | $12.3M | Sell |
188,262
-9,276
| -5% | -$605K | 9.25% | 3 |
|
|
2019
Q2 | $13M | Buy |
197,538
+17,562
| +10% | +$1.16M | 9.71% | 3 |
|
|
2019
Q1 | $11.7M | Buy |
179,976
+21,870
| +14% | +$1.42M | 8.85% | 3 |
|
|
2018
Q4 | $9.66M | Buy |
158,106
+17,626
| +13% | +$1.08M | 7.98% | 3 |
|
|
2018
Q3 | $8.83M | Buy |
140,480
+33,353
| +31% | +$2.1M | 7.92% | 1 |
|
|
2018
Q2 | $7.17M | Buy |
107,127
+5,057
| +5% | +$339K | 7.08% | 1 |
|
|
2018
Q1 | $7.11M | Buy |
102,070
+24,899
| +32% | +$1.73M | 7.08% | 1 |
|
|
2017
Q4 | $5.43M | Buy |
+77,171
| New | +$5.43M | 4.76% | 3 |
|