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Paulson Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Paulson Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,345
Closed -$171K – 224
2017
Q4 		$171K Buy
+2,345
New +$169K 0.15% 120

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Paulson Wealth Management's EFAV Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2018, closing a stake of 2,345 shares — an estimated $171K sold.

Paulson Wealth Management first reported a position in EFAV in Q4 2017 and held it in 1 quarter. The position peaked at $171K in Q4 2017. 333 funds tracked by Wall St. Rank hold EFAV as of Q1 2018.

  • Paulson Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 2,345 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2018, an estimated $171K.
  • Paulson Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $171K in Q4 2017.
  • 333 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.