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B. Riley Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

B. Riley Wealth 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
2024
Q4 		$230K Sell
7,763
-5,368
-41% -$169K 0.01% 976
2024
Q3 		$424K Buy
+13,131
New +$425K 0.01% 806

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

B. Riley Wealth Advisors's XCEM Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 41% in Q4 2024, selling an estimated $169K and leaving 7,763 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #976.

B. Riley Wealth Advisors first reported a position in XCEM in Q3 2024 and has held it in 2 quarters since. The position peaked at $424K in Q3 2024. 162 funds tracked by Wall St. Rank hold XCEM as of Q4 2024.

  • B. Riley Wealth Advisors held 7,763 shares of Columbia EM Core ex-China ETF worth $230K as of Q4 2024.
  • B. Riley Wealth Advisors sold 5,368 Columbia EM Core ex-China ETF shares in Q4 2024, an estimated $169K.
  • Columbia EM Core ex-China ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #976 holding.
  • B. Riley Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $424K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.