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Varma Mutual Pension Insurance Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Varma Mutual Pension Insurance Co’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-913,494
Closed -$85.8M – 311
2023
Q3 		$85.8M Buy
+913,494
New +$89.5M 1.04% 24

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Varma Mutual Pension Insurance Co's ESGU Position: Q4 2023 in Review

Varma Mutual Pension Insurance Co sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 913,494 shares — an estimated $85.8M sold.

Varma Mutual Pension Insurance Co first reported a position in ESGU in Q3 2023 and held it in 1 quarter. The position peaked at $85.8M in Q3 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • Varma Mutual Pension Insurance Co reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Varma Mutual Pension Insurance Co sold 913,494 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $85.8M.
  • Varma Mutual Pension Insurance Co first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 1 quarter.
  • Varma Mutual Pension Insurance Co's iShares ESG Aware MSCI USA ETF position peaked at $85.8M in Q3 2023.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q4 2023, filed 13 Feb 2024.