Ehrlich Financial Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Ehrlich Financial Group’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	-7,999	Closed	-$291K	–	120
2025 Q3	$291K	Sell	7,999 -151	-2%	-$5.27K	0.17%	88
2025 Q2	$279K	Sell	8,150 -94,722	-92%	-$2.96M	0.18%	87
2025 Q1	$3.04M	Buy	102,872 +14,190	+16%	+$426K	2.21%	11
2024 Q4	$2.62M	Buy	88,682 +4,497	+5%	+$142K	1.87%	15
2024 Q3	$2.75M	Buy	+84,185	New	+$2.72M	1.96%	15

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

Ehrlich Financial Group's XCEM Position: Q4 2025 in Review

Ehrlich Financial Group sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2025, closing a stake of 7,999 shares — an estimated $291K sold.

Ehrlich Financial Group first reported a position in XCEM in Q3 2024 and held it in 5 quarters. The position peaked at $3.04M in Q1 2025. 176 funds tracked by Wall St. Rank hold XCEM as of Q4 2025.

Ehrlich Financial Group reported no remaining Columbia EM Core ex-China ETF position as of Q4 2025 after selling out during the quarter.
Ehrlich Financial Group sold 7,999 Columbia EM Core ex-China ETF shares in Q4 2025, an estimated $291K.
Ehrlich Financial Group first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and held it in 5 quarters.
Ehrlich Financial Group's Columbia EM Core ex-China ETF position peaked at $3.04M in Q1 2025.
176 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2025.

Based on Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.