IRF
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IBM Retirement Fund’s iShares Europe ETF IEV Stock Holding History

IBM Retirement Fund’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-91,149
Closed -$3.1M – 956
2016
Q2 		$3.1M Buy
91,149
+17,000
+23% +$667K 0.11% 201
2016
Q1 		$2.54M Hold
74,149
– – 0.1% 234
2015
Q4 		$2.97M Buy
74,149
+7,400
+11% +$306K 0.06% 348
2015
Q3 		$2.38M Buy
66,749
+12,585
+23% +$539K 0.05% 386
2015
Q2 		$2.37M Buy
54,164
+29,475
+119% +$1.36M 0.05% 421
2015
Q1 		$1.09M Sell
24,689
-54,412
-69% -$2.38M 0.02% 715
2014
Q4 		$3.36M Buy
79,101
+17,400
+28% +$758K 0.06% 321
2014
Q3 		$2.2M Buy
+61,701
New +$2.89M 0.04% 422
2014
Q2 		– Sell
-83,321
Closed -$2.92M – 1037
2014
Q1 		$2.92M Buy
+83,321
New +$3.93M 0.06% 353

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JMPWA
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Morgan Stanley
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CI
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return