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

Denver 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
2024
Q4 		– Sell
-45,268
Closed -$1.48M – 86
2024
Q3 		$1.48M Buy
45,268
+404
+0.9% +$13.1K 0.68% 23
2024
Q2 		$1.43M Buy
44,864
+17,109
+62% +$531K 0.72% 21
2024
Q1 		$863K Buy
+27,755
New +$836K 0.44% 36

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Denver Wealth Management's XCEM Position: Q4 2024 in Review

Denver Wealth Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2024, closing a stake of 45,268 shares — an estimated $1.48M sold.

Denver Wealth Management first reported a position in XCEM in Q1 2024 and held it in 3 quarters. The position peaked at $1.48M in Q3 2024. 162 funds tracked by Wall St. Rank hold XCEM as of Q4 2024.

  • Denver Wealth Management reported no remaining Columbia EM Core ex-China ETF position as of Q4 2024 after selling out during the quarter.
  • Denver Wealth Management sold 45,268 Columbia EM Core ex-China ETF shares in Q4 2024, an estimated $1.48M.
  • Denver Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and held it in 3 quarters.
  • Denver Wealth Management's Columbia EM Core ex-China ETF position peaked at $1.48M in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2024.

Based on Denver Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.