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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
8,142
-9,072
-53% -$310K 0.13% 65
2025
Q1
$508K Sell
17,214
-10,202
-37% -$301K 0.26% 48
2024
Q4
$812K Sell
27,416
-13,133
-32% -$389K 0.39% 41
2024
Q3
$1.32M Sell
40,549
-90,081
-69% -$2.94M 0.66% 31
2024
Q2
$4.17M Buy
130,630
+1,960
+2% +$62.6K 2.13% 15
2024
Q1
$4M Buy
128,670
+8,862
+7% +$276K 2.06% 15
2023
Q4
$3.63M Buy
+119,808
New +$3.63M 1.98% 15