Ilmarinen Mutual Pension Insurance’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Ilmarinen Mutual Pension Insurance’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,056,337	Closed	-$2B	–	277
2023 Q1	$2B	Buy	28,056,337 +1,493,448	+6%	+$103M	27.38%	2
2022 Q4	$1.76B	Sell	26,562,889 -155,000	-0.6%	-$10.3M	26.78%	2
2022 Q3	$1.65B	Hold	26,717,889	–	–	26.98%	2
2022 Q2	$1.77B	Sell	26,717,889 -914,205	-3%	-$65.4M	27.36%	2
2022 Q1	$2.19B	Sell	27,632,094 -1,708,135	-6%	-$133M	27.87%	2
2021 Q4	$2.48B	Sell	29,340,229 -2,202,804	-7%	-$180M	29%	2
2021 Q3	$2.38B	Buy	31,543,033 +176,628	+0.6%	+$13.7M	25.49%	2
2021 Q2	$2.36B	Buy	31,366,405 +1,125,000	+4%	+$82.1M	25.3%	2
2021 Q1	$2.1B	Buy	30,241,405 +2,357,177	+8%	+$158M	24.44%	2
2020 Q4	$1.81B	Sell	27,884,228 -71,652	-0.3%	-$4.4M	21.13%	2
2020 Q3	$1.62B	Sell	27,955,880 -200,000	-0.7%	-$11.5M	21.05%	2
2020 Q2	$1.52B	Sell	28,155,880 -334,000	-1%	-$17.1M	21.92%	2
2020 Q1	$1.28B	Buy	28,489,880 +807,000	+3%	+$42.9M	24.93%	2
2019 Q4	$1.54B	Buy	27,682,880 +1,473,965	+6%	+$78.5M	25.76%	2
2019 Q3	$1.35B	Buy	+26,208,915	New	+$1.34B	24.35%	2

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance's SUSL Position: Q2 2023 in Review

Ilmarinen Mutual Pension Insurance sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2023, closing a stake of 28,056,337 shares — an estimated $2B sold.

Ilmarinen Mutual Pension Insurance first reported a position in SUSL in Q3 2019 and held it in 15 quarters. The position peaked at $2.48B in Q4 2021. 121 funds tracked by Wall St. Rank hold SUSL as of Q2 2023.

Ilmarinen Mutual Pension Insurance reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2023 after selling out during the quarter.
Ilmarinen Mutual Pension Insurance sold 28,056,337 iShares ESG MSCI USA Leaders ETF shares in Q2 2023, an estimated $2B.
Ilmarinen Mutual Pension Insurance first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2019 and held it in 15 quarters.
Ilmarinen Mutual Pension Insurance's iShares ESG MSCI USA Leaders ETF position peaked at $2.48B in Q4 2021.
121 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2023.

Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q2 2023, filed 8 Aug 2023.