Varma Mutual Pension Insurance Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Varma Mutual Pension Insurance Co’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,203,992	Closed	-$1.83B	–	360
2023 Q4	$1.83B	Buy	18,203,992 +10,599,032	+139%	+$989M	20.55%	1
2023 Q3	$684M	Buy	7,604,960 +5,254,960	+224%	+$495M	8.27%	1
2023 Q2	$220M	Buy	+2,350,000	New	+$209M	2.63%	12
2022 Q1	–	Sell	-3,079,816	Closed	-$327M	–	236
2021 Q4	$327M	Buy	3,079,816 +2,800,000	+1,001%	+$288M	4.76%	6
2021 Q3	$26.8M	Hold	279,816	–	–	0.41%	40
2021 Q2	$26.7M	Sell	279,816 -1,200,000	-81%	-$111M	0.4%	41
2021 Q1	$130M	Buy	+1,479,816	New	+$126M	1.88%	15

Other funds holding SUSA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Varma Mutual Pension Insurance Co's SUSA Position: Q1 2024 in Review

Varma Mutual Pension Insurance Co sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 18,203,992 shares — an estimated $1.83B sold.

Varma Mutual Pension Insurance Co first reported a position in SUSA in Q1 2021 and held it in 7 quarters. The position peaked at $1.83B in Q4 2023. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

Varma Mutual Pension Insurance Co reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Varma Mutual Pension Insurance Co sold 18,203,992 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $1.83B.
Varma Mutual Pension Insurance Co first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 7 quarters.
Varma Mutual Pension Insurance Co's iShares ESG Optimized MSCI USA ETF position peaked at $1.83B in Q4 2023.
453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q1 2024, filed 13 May 2024.