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Atlas Capital Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Atlas Capital Advisors’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Buy
2,566
+7
+0.3% +$294 0.01% 528
2025
Q4 		$98.2K Buy
+2,559
New +$96.9K 0.01% 533
2025
Q2 		$124K Hold
3,639
– – 0.02% 492
2025
Q1 		$107K Sell
3,639
-10,636
-75% -$319K 0.01% 534
2024
Q4 		$423K Sell
14,275
-398
-3% -$12.6K 0.05% 278
2024
Q3 		$479K Sell
14,673
-4,109
-22% -$133K 0.07% 226
2024
Q2 		$600K Sell
18,782
-2,035
-10% -$63.1K 0.08% 209
2024
Q1 		$647K Buy
20,817
+308
+2% +$9.28K 0.1% 181
2023
Q4 		$621K Buy
20,509
+508
+3% +$14.3K 0.09% 178
2023
Q3 		$548K Buy
20,001
+1,922
+11% +$54.7K 0.09% 176
2023
Q2 		$517K Buy
18,079
+8,267
+84% +$229K 0.08% 199
2023
Q1 		$265K Buy
+9,812
New +$263K 0.04% 305

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return