Ownership history in MA Private Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in COLUMBIA ETF TR II (XCEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 168,951 | -405,719 | -70.6% | 1.08% | $6.5M | $38.36 |
| 2025 Q3 | REDUCED | 574,670 | -597 | -0.1% | 3.51% | $20.9M | $35.12 |
| 2025 Q2 | REDUCED | 575,267 | -130,819 | -18.5% | 3.52% | $19.7M | $33.04 |
| 2025 Q1 | REDUCED | 706,086 | -68,072 | -8.8% | 3.92% | $20.9M | $28.55 |
| 2024 Q4 | ADDED | 774,158 | +4,781 | +0.6% | 4.28% | $22.9M | $28.62 |
| 2024 Q3 | ADDED | 769,377 | +257,718 | +50.4% | 4.70% | $25.1M | $30.76 |
| 2024 Q2 | ADDED | 511,659 | +31,590 | +6.6% | 3.23% | $16.3M | $30.05 |
| 2024 Q1 | ADDED | 480,069 | +66,303 | +16.0% | 3.03% | $14.9M | $29.28 |
| 2023 Q4 | INITIATED | 413,766 | — | — | 2.67% | $12.5M | — |
As of 2025 Q4 — sorted by position size