Paulson Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,280
| Closed | -$214K | – | 83 |
|
|
2019
Q4 | $214K | Sell |
4,280
-2,496
| -37% | -$125K | 0.15% | 92 |
|
|
2019
Q3 | $321K | Buy |
6,776
+2
| +0% | +$95 | 0.24% | 76 |
|
|
2019
Q2 | $326K | Sell |
6,774
-2,897
| -30% | -$139K | 0.24% | 80 |
|
|
2019
Q1 | $473K | Buy |
9,671
+111
| +1% | +$5.43K | 0.36% | 59 |
|
|
2018
Q4 | $450K | Buy |
9,560
+4,108
| +75% | +$193K | 0.37% | 65 |
|
|
2018
Q3 | $266K | Buy |
5,452
+1,201
| +28% | +$58.6K | 0.24% | 98 |
|
|
2018
Q2 | $218K | Buy |
4,251
+316
| +8% | +$16.2K | 0.22% | 103 |
|
|
2018
Q1 | $215K | Buy |
3,935
+503
| +15% | +$27.5K | 0.21% | 103 |
|
|
2017
Q4 | $189K | Buy |
+3,432
| New | +$189K | 0.17% | 108 |
|