Ownership history in MONEYWISE, INC. · 14 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in COLUMBIA ETF TR I (MUST). 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 | 41,813 | -15,687 | -27.3% | 0.36% | $862K | $20.51 |
| 2025 Q3 | REDUCED | 57,500 | -21,361 | -27.1% | 0.53% | $1.2M | $20.20 |
| 2025 Q2 | REDUCED | 78,861 | -30,031 | -27.6% | 0.74% | $1.6M | $19.63 |
| 2025 Q1 | REDUCED | 108,892 | -20,516 | -15.9% | 1.16% | $2.2M | $19.48 |
| 2024 Q4 | REDUCED | 129,408 | -71,063 | -35.4% | 1.32% | $2.6M | $19.54 |
| 2024 Q3 | REDUCED | 200,471 | -106,421 | -34.7% | 2.05% | $4.2M | $19.79 |
| 2024 Q2 | REDUCED | 306,892 | -49,106 | -13.8% | 3.31% | $6.3M | $19.25 |
| 2024 Q1 | REDUCED | 355,998 | -57,150 | -13.8% | 4.00% | $7.4M | $19.37 |
| 2023 Q4 | REDUCED | 413,148 | -2,167 | -0.5% | 4.95% | $8.6M | $19.47 |
| 2023 Q3 | ADDED | 415,315 | +48,226 | +13.1% | 5.08% | $8.1M | $18.02 |
As of 2025 Q4 — sorted by position size