M&T Bank’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

M&T Bank’s Portfolio SDG Stock Details SDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,560	Closed	-$202K	–	1741
2022 Q4	$202K	Buy	+2,560	New	+$195K	﹤0.01%	1475
2022 Q3	–	Sell	-2,560	Closed	-$204K	–	1665
2022 Q2	$204K	Hold	2,560	–	–	﹤0.01%	1374
2022 Q1	$218K	Hold	2,560	–	–	﹤0.01%	1355
2021 Q4	$232K	Hold	2,560	–	–	﹤0.01%	1379
2021 Q3	$246K	Hold	2,560	–	–	﹤0.01%	1343
2021 Q2	$254K	Hold	2,560	–	–	﹤0.01%	1342
2021 Q1	$243K	Hold	2,560	–	–	﹤0.01%	1328
2020 Q4	$239K	Hold	2,560	–	–	﹤0.01%	1433
2020 Q3	$206K	Buy	+2,560	New	+$197K	﹤0.01%	1406

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

M&T Bank's SDG Position: Q1 2023 in Review

M&T Bank sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 2,560 shares — an estimated $202K sold.

M&T Bank first reported a position in SDG in Q3 2020 and held it in 9 quarters. The position peaked at $254K in Q2 2021. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

M&T Bank reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
M&T Bank sold 2,560 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $202K.
M&T Bank first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 9 quarters.
M&T Bank's iShares MSCI Global Sustainable Development Goals ETF position peaked at $254K in Q2 2021.
123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on M&T Bank's 13F filing for Q1 2023, filed 11 May 2023.