Paulson Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Paulson Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,280	Closed	-$214K	–	83
2019 Q4	$214K	Sell	4,280 -2,496	-37%	-$122K	0.15%	92
2019 Q3	$321K	Buy	6,776 +2	+0%	+$93	0.24%	76
2019 Q2	$326K	Sell	6,774 -2,897	-30%	-$141K	0.24%	80
2019 Q1	$473K	Buy	9,671 +111	+1%	+$5.34K	0.36%	59
2018 Q4	$450K	Buy	9,560 +4,108	+75%	+$198K	0.37%	65
2018 Q3	$266K	Buy	5,452 +1,201	+28%	+$61.9K	0.24%	98
2018 Q2	$218K	Buy	4,251 +316	+8%	+$17.3K	0.22%	103
2018 Q1	$215K	Buy	3,935 +503	+15%	+$28.2K	0.21%	103
2017 Q4	$189K	Buy	+3,432	New	+$188K	0.17%	108

Other funds holding EFV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Paulson Wealth Management's EFV Position: Q1 2020 in Review

Paulson Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2020, closing a stake of 4,280 shares — an estimated $214K sold.

Paulson Wealth Management first reported a position in EFV in Q4 2017 and held it in 9 quarters. The position peaked at $473K in Q1 2019. 348 funds tracked by Wall St. Rank hold EFV as of Q1 2020.

Paulson Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2020 after selling out during the quarter.
Paulson Wealth Management sold 4,280 iShares MSCI EAFE Value ETF shares in Q1 2020, an estimated $214K.
Paulson Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 9 quarters.
Paulson Wealth Management's iShares MSCI EAFE Value ETF position peaked at $473K in Q1 2019.
348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.