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Centurion Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Centurion Wealth Management’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
-10,906
Closed -$323K – 252
2025
Q1 		$323K Hold
10,906
– – 0.1% 144
2024
Q4 		$323K Buy
10,906
+3,738
+52% +$118K 0.1% 144
2024
Q3 		$234K Buy
+7,168
New +$232K 0.07% 183

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

Centurion Wealth Management's XCEM Position: Q2 2025 in Review

Centurion Wealth Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2025, closing a stake of 10,906 shares — an estimated $323K sold.

Centurion Wealth Management first reported a position in XCEM in Q3 2024 and held it in 3 quarters. The position peaked at $323K in Q1 2025. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

  • Centurion Wealth Management reported no remaining Columbia EM Core ex-China ETF position as of Q2 2025 after selling out during the quarter.
  • Centurion Wealth Management sold 10,906 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $323K.
  • Centurion Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and held it in 3 quarters.
  • Centurion Wealth Management's Columbia EM Core ex-China ETF position peaked at $323K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on Centurion Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.