Saturna Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Saturna Capital’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-238	Closed	-$27K	–	241
2015 Q4	$27K	Hold	238	–	–	﹤0.01%	280
2015 Q3	$26K	Hold	238	–	–	﹤0.01%	307
2015 Q2	$30K	Hold	238	–	–	﹤0.01%	301
2015 Q1	$30K	Hold	238	–	–	﹤0.01%	303
2014 Q4	$28K	Hold	238	–	–	﹤0.01%	310
2014 Q3	$26K	Hold	238	–	–	﹤0.01%	351
2014 Q2	$28K	Hold	238	–	–	﹤0.01%	347
2014 Q1	$28K	Hold	238	–	–	﹤0.01%	308
2013 Q4	$27K	Hold	238	–	–	﹤0.01%	308
2013 Q3	$25K	Hold	238	–	–	﹤0.01%	318
2013 Q2	$23K	Buy	+238	New	+$22.7K	﹤0.01%	330

Other funds holding IWM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return