Paulson Wealth Management Inc. Ishares Tr Msci Eafe ETF Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 394,462 shares of EFA stock, worth $33.3 Million. This represents 8.2% of its overall portfolio holdings.

Number of Shares

394,462

Previous 478,110 17.5%

Holding current value

$33.3 Million

Previous $40 Million 25.41%

% of portfolio

8.2%

Previous 10.79%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$75.1 - $82.99 $6.28 Million - $6.94 Million	-83,648 Reduced 17.5%	394,462 $29.8 Million
Q3 2024 Nov 05, 2024	BUY	$75.32 - $84.37 $2.88 Million - $3.22 Million	38,209 Added 8.69%	478,110 $40 Million
Q2 2024 Jul 25, 2024	SELL	$76.09 - $82.16 $182,616 - $197,184	-2,400 Reduced 0.54%	439,901 $34.5 Million
Q1 2024 May 03, 2024	BUY	$73.11 - $80.04 $1.98 Million - $2.17 Million	27,056 Added 6.52%	442,301 $35.3 Million
Q4 2023 Feb 13, 2024	BUY	$65.84 - $75.47 $3.83 Million - $4.39 Million	58,134 Added 16.28%	415,245 $31.3 Million
Q3 2023 Nov 01, 2023	BUY	$68.56 - $74.46 $102,497 - $111,317	1,495 Added 0.42%	357,111 $24.6 Million
Q2 2023 Aug 01, 2023	BUY	$70.67 - $73.9 $827,404 - $865,221	11,708 Added 3.4%	355,616 $25.8 Million
Q1 2023 May 09, 2023	BUY	$66.22 - $72.19 $836,027 - $911,398	12,625 Added 3.81%	343,908 $24.6 Million
Q4 2022 Jan 26, 2023	BUY	$55.71 - $67.79 $1.73 Million - $2.1 Million	31,045 Added 10.34%	331,283 $0
Q3 2022 Nov 02, 2022	SELL	$55.54 - $66.76 $601,442 - $722,944	-10,829 Reduced 3.48%	300,238 $16.8 Million
Q2 2022 Aug 05, 2022	BUY	$61.48 - $74.59 $161,446 - $195,873	2,626 Added 0.85%	311,067 $19.4 Million
Q1 2022 May 02, 2022	BUY	$66.84 - $79.66 $3.02 Million - $3.6 Million	45,211 Added 17.18%	308,441 $22.7 Million
Q4 2021 Jan 28, 2022	BUY	$76.4 - $81.83 $921,613 - $987,115	12,063 Added 4.8%	263,230 $20.7 Million
Q3 2021 Oct 22, 2021	BUY	$76.9 - $82.13 $1.14 Million - $1.22 Million	14,817 Added 6.27%	251,167 $19.6 Million
Q2 2021 Jul 26, 2021	BUY	$76.86 - $81.95 $199,759 - $212,988	2,599 Added 1.11%	236,350 $18.6 Million
Q1 2021 Apr 30, 2021	BUY	$72.39 - $76.92 $178,803 - $189,992	2,470 Added 1.07%	233,751 $18.4 Million
Q4 2020 Feb 05, 2021	SELL	$61.39 - $73.52 $1.63 Million - $1.95 Million	-26,581 Reduced 10.31%	231,281 $16.9 Million
Q3 2020 Oct 14, 2020	BUY	$61.1 - $65.92 $736,988 - $795,127	12,062 Added 4.91%	257,862 $16.4 Million
Q2 2020 Jul 17, 2020	SELL	$50.9 - $64.65 $446,393 - $566,980	-8,770 Reduced 3.45%	245,800 $15 Million
Q1 2020 Apr 29, 2020	BUY	$46.5 - $70.38 $3.25 Million - $4.92 Million	69,958 Added 37.89%	254,570 $13.8 Million
Q4 2019 Jan 21, 2020	SELL	$63.25 - $69.66 $230,862 - $254,259	-3,650 Reduced 1.94%	184,612 $13 Million
Q3 2019 Oct 30, 2019	SELL	$61.3 - $66.68 $568,618 - $618,523	-9,276 Reduced 4.7%	188,262 $12.3 Million
Q2 2019 Jul 30, 2019	BUY	$63.4 - $66.99 $1.11 Million - $1.18 Million	17,562 Added 9.76%	197,538 $13 Million
Q1 2019 Apr 24, 2019	BUY	$58.13 - $65.61 $1.27 Million - $1.43 Million	21,870 Added 13.83%	179,976 $11.7 Million
Q4 2018 Jan 23, 2019	BUY	$56.89 - $68.07 $1 Million - $1.2 Million	17,626 Added 12.55%	158,106 $9.66 Million
Q3 2018 Oct 26, 2018	BUY	$65.43 - $68.98 $2.18 Million - $2.3 Million	33,353 Added 31.13%	140,480 $8.83 Million
Q2 2018 Aug 01, 2018	BUY	$66.35 - $71.9 $335,531 - $363,598	5,057 Added 4.95%	107,127 $7.17 Million
Q1 2018 May 02, 2018	BUY	$67.94 - $75.25 $1.69 Million - $1.87 Million	24,899 Added 32.26%	102,070 $7.11 Million
Q4 2017 Mar 01, 2018	BUY	$68.42 - $70.8 $5.28 Million - $5.46 Million	77,171	77,171 $5.43 Million

Others Institutions Holding EFA

# of Institutions

2,212

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Ishares Tr Msci Eafe ETF Transaction History