Bank of Montreal
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Bank of Montreal’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-38
Closed -$1.13K – 4388
2023
Q4 		$1.13K Buy
+38
New +$1.07K ﹤0.01% 3911

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Bank of Montreal's XCEM Position: Q1 2024 in Review

Bank of Montreal sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2024, closing a stake of 38 shares — an estimated $1.13K sold.

Bank of Montreal first reported a position in XCEM in Q4 2023 and held it in 1 quarter. The position peaked at $1.13K in Q4 2023. 136 funds tracked by Wall St. Rank hold XCEM as of Q1 2024.

  • Bank of Montreal reported no remaining Columbia EM Core ex-China ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 38 Columbia EM Core ex-China ETF shares in Q1 2024, an estimated $1.13K.
  • Bank of Montreal first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Columbia EM Core ex-China ETF position peaked at $1.13K in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.