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Investing in a Sustainable Future: Analyzing M Financial's Q3 2022 vs. Q4 2022 13F Holdings

Ava Hoppe | 30 April, 2023

M Financial Asset Management, Inc. is a respected investment firm that focuses on providing exceptional services to high-net-worth individuals, corporations, and institutions. As a responsible investor, M Financial is keen on investing in companies that prioritize sustainability and environmental, social, and governance (ESG) factors. In line with this ethos, the company recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison for its diverse portfolio.

The report highlights the various changes in the company's investments in the third and fourth quarters of 2022, including the number of shares, value, and percentage change. The information presented in the report provides investors with insights into how the company's portfolio has evolved, reveals new positions in recent months, and showcases M Financial's commitment to sustainable investing.

In this blog post, we will dive deeper into M Financial's Q3 2022 vs. Q4 2022 13F Holdings Comparison, analyze the data, and provide insights into the implications of the company's investment strategy.

Main Body:

M Financial's Q3 2022 vs. Q4 2022 13F Holdings Comparison report highlights some exciting trends in sustainable investing. The report indicates that the company increased its holdings in Vanguard International Equity Index (VEU) by 6.4%, with a Chg% of 21.1 in Q4 2022. Similarly, M Financial invested more in Dimensional Fund Advisors' (DFUV, DFIV, DFAS) programs, with Chg% values of 15 and 21.2%. Besides, the company's position in Vanguard World Funds (VDE, VAW, ESGV, VSGX, and VMBS) also increased by a considerable amount, with Chg% values ranging from 11.8 to 33.3%.

Notably, the company showed a penchant for companies that prioritize sustainability, with increased investment in iShares Trust's Noteworthy ESG-focused ETFs such as iShares U.S. ESG Select ETF (SUSA), iShares Trust Global Sust S&P 500 ETF (SDG), iShares Trust ESG Aware USD Corp Bond ETF (SUSB), and iShares Trust Global Green Bond ETF (BGRN).

However, the report also indicates that the company liquidated some of its positions. For instance, M Financial completely liquidated its units in VanEck Vectors ETF Trust (MOO) and SPDR Portfolio Total Stock Market ETF (SPTI). The company also reduced its holdings in iShares Trust iBoxx $ Bond ETF (LQD) and Vanguard S&P 500 ETF (VOO) by 49.6% and 49.3%, respectively.

The report reveals that M Financial's portfolio continues to prioritize sustainability, focusing on companies that prioritize ESG and other ethical factors. The increased focus on sustainable investing underlines the growing importance of tackling the impact of climate change and investing to maintain a healthy and sustainable future.


The release of M Financial's Q3 2022 vs. Q4 2022 13F Holdings Comparison highlights the company's growing commitment to sustainable investing. By prioritizing ESG factors in its investment strategy, the firm is not only looking to generate better returns but also playing an important role in promoting ethical and sustainable practices in the corporate world.

While the report shows that the company reduced some of its holdings, M Financial remains firmly committed to long-term investments that prioritize sustainability. As ESG considerations continue to gain traction in the investment world, M Financial's strategy should prove successful in providing strong returns for its clients while contributing towards a more sustainable and equitable future.

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