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CAP Partners LLC’s Columbia EM Core ex-China ETF XCEM Stock Holding History

CAP Partners LLC’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
2025
Q2 		– Sell
-21,714
Closed -$641K – 144
2025
Q1 		$641K Sell
21,714
-1,580
-7% -$47.4K 0.47% 54
2024
Q4 		$690K Buy
23,294
+1,126
+5% +$35.5K 0.49% 52
2024
Q3 		$724K Buy
22,168
+7,017
+46% +$227K 0.54% 49
2024
Q2 		$484K Buy
+15,151
New +$470K 0.39% 64

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAP Partners LLC's XCEM Position: Q2 2025 in Review

CAP Partners LLC sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2025, closing a stake of 21,714 shares — an estimated $641K sold.

CAP Partners LLC first reported a position in XCEM in Q2 2024 and held it in 4 quarters. The position peaked at $724K in Q3 2024. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

  • CAP Partners LLC reported no remaining Columbia EM Core ex-China ETF position as of Q2 2025 after selling out during the quarter.
  • CAP Partners LLC sold 21,714 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $641K.
  • CAP Partners LLC first reported a position in Columbia EM Core ex-China ETF in Q2 2024 and held it in 4 quarters.
  • CAP Partners LLC's Columbia EM Core ex-China ETF position peaked at $724K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on CAP Partners LLC's 13F filing for Q2 2025, filed 31 Jul 2025.