M&T Bank
XVV icon

M&T Bank’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

M&T Bank’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44,636
Closed -$2.02M – 1696
2024
Q4 		$2.02M Hold
44,636
– – 0.01% 674
2024
Q3 		$1.97M Sell
44,636
-2,450
-5% -$104K 0.01% 684
2024
Q2 		$1.98M Hold
47,086
– – 0.01% 653
2024
Q1 		$1.9M Buy
+47,086
New +$1.8M 0.01% 680

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

M&T Bank's XVV Position: Q1 2025 in Review

M&T Bank sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2025, closing a stake of 44,636 shares — an estimated $2.02M sold.

M&T Bank first reported a position in XVV in Q1 2024 and held it in 4 quarters. The position peaked at $2.02M in Q4 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q1 2025.

  • M&T Bank reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • M&T Bank sold 44,636 iShares ESG Screened S&P 500 ETF shares in Q1 2025, an estimated $2.02M.
  • M&T Bank first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and held it in 4 quarters.
  • M&T Bank's iShares ESG Screened S&P 500 ETF position peaked at $2.02M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.