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

CWC 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
2025 Q4	–	Sell	-29,374	Closed	-$1.07M	–	154
2025 Q3	$1.07M	Buy	29,374 +476	+2%	+$16.6K	0.52%	50
2025 Q2	$988K	Buy	28,898 +2,152	+8%	+$67.2K	0.51%	50
2025 Q1	$790K	Buy	26,746 +4,580	+21%	+$137K	0.45%	54
2024 Q4	$656K	Buy	22,166 +774	+4%	+$24.4K	0.65%	42
2024 Q3	$699K	Buy	+21,392	New	+$692K	0.69%	44

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

CWC Advisors's XCEM Position: Q4 2025 in Review

CWC Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2025, closing a stake of 29,374 shares — an estimated $1.07M sold.

CWC Advisors first reported a position in XCEM in Q3 2024 and held it in 5 quarters. The position peaked at $1.07M in Q3 2025. 176 funds tracked by Wall St. Rank hold XCEM as of Q4 2025.

CWC Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q4 2025 after selling out during the quarter.
CWC Advisors sold 29,374 Columbia EM Core ex-China ETF shares in Q4 2025, an estimated $1.07M.
CWC Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and held it in 5 quarters.
CWC Advisors's Columbia EM Core ex-China ETF position peaked at $1.07M in Q3 2025.
176 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2025.

Based on CWC Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.