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

Ethos 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
2024
Q4 		– Sell
-6,241
Closed -$204K – 421
2024
Q3 		$204K Buy
+6,241
New +$202K 0.03% 271

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 $375M AUM 15.89% 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

Ethos Financial Group's XCEM Position: Q4 2024 in Review

Ethos Financial Group sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2024, closing a stake of 6,241 shares — an estimated $204K sold.

Ethos Financial Group first reported a position in XCEM in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 162 funds tracked by Wall St. Rank hold XCEM as of Q4 2024.

  • Ethos Financial Group reported no remaining Columbia EM Core ex-China ETF position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 6,241 Columbia EM Core ex-China ETF shares in Q4 2024, an estimated $204K.
  • Ethos Financial Group first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and held it in 1 quarter.
  • Ethos Financial Group's Columbia EM Core ex-China ETF position peaked at $204K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.