CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,163
Closed -$29K – 4093
2022
Q2 		$29K Hold
1,163
– – ﹤0.01% 3157
2022
Q1 		$36K Buy
+1,163
New +$36.3K ﹤0.01% 3034
2018
Q4 		– Sell
-990
Closed -$25K – 1684
2018
Q3 		$25K Hold
990
– – ﹤0.01% 940
2018
Q2 		$25K Hold
990
– – ﹤0.01% 881
2018
Q1 		$28K Buy
+990
New +$28.3K ﹤0.01% 737

Other funds holding XCEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CAPTRUST Financial Advisors's XCEM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q3 2022, closing a stake of 1,163 shares — an estimated $29K sold.

CAPTRUST Financial Advisors first reported a position in XCEM in Q1 2018 and held it in 5 quarters. The position peaked at $36K in Q1 2022. 36 funds tracked by Wall St. Rank hold XCEM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,163 Columbia EM Core ex-China ETF shares in Q3 2022, an estimated $29K.
  • CAPTRUST Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q1 2018 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Columbia EM Core ex-China ETF position peaked at $36K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.