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

Castleview Partners’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
Q3 		– Sell
-946
Closed -$30.2K – 936
2024
Q2 		$30.2K Buy
+946
New +$29.3K 0.02% 389
2024
Q1 		– Sell
-8,762
Closed -$265K – 946
2023
Q4 		$265K Buy
+8,762
New +$247K 0.19% 116

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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

Castleview Partners's XCEM Position: Q3 2024 in Review

Castleview Partners sold out of Columbia EM Core ex-China ETF (XCEM) in Q3 2024, closing a stake of 946 shares — an estimated $30.2K sold.

Castleview Partners first reported a position in XCEM in Q4 2023 and held it in 2 quarters. The position peaked at $265K in Q4 2023. 148 funds tracked by Wall St. Rank hold XCEM as of Q3 2024.

  • Castleview Partners reported no remaining Columbia EM Core ex-China ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 946 Columbia EM Core ex-China ETF shares in Q3 2024, an estimated $30.2K.
  • Castleview Partners first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and held it in 2 quarters.
  • Castleview Partners's Columbia EM Core ex-China ETF position peaked at $265K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.