FWM
XCEM icon

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

Fortress 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
Q3 		$215K Sell
5,906
-2,236
-27% -$78.1K 0.1% 73
2025
Q2 		$278K Sell
8,142
-9,072
-53% -$283K 0.13% 65
2025
Q1 		$508K Sell
17,214
-10,202
-37% -$306K 0.26% 48
2024
Q4 		$812K Sell
27,416
-13,133
-32% -$414K 0.39% 41
2024
Q3 		$1.32M Sell
40,549
-90,081
-69% -$2.91M 0.66% 31
2024
Q2 		$4.17M Buy
130,630
+1,960
+2% +$60.8K 2.13% 15
2024
Q1 		$4M Buy
128,670
+8,862
+7% +$267K 2.06% 15
2023
Q4 		$3.63M Buy
+119,808
New +$3.37M 1.98% 15

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
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 $376B 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return