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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fortress Wealth Management's XCEM Position: Q3 2025 in Review

Fortress Wealth Management reduced its Columbia EM Core ex-China ETF (XCEM) stake by 27% in Q3 2025, selling an estimated $78.1K and leaving 5,906 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #73.

Fortress Wealth Management first reported a position in XCEM in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.17M in Q2 2024. 171 funds tracked by Wall St. Rank hold XCEM as of Q3 2025.

Fortress Wealth Management held 5,906 shares of Columbia EM Core ex-China ETF worth $215K as of Q3 2025.
Fortress Wealth Management sold 2,236 Columbia EM Core ex-China ETF shares in Q3 2025, an estimated $78.1K.
Columbia EM Core ex-China ETF made up 0.1% of Fortress Wealth Management's portfolio in Q3 2025, its #73 holding.
Fortress Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 8 quarters since.
Fortress Wealth Management's Columbia EM Core ex-China ETF position peaked at $4.17M in Q2 2024.
171 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.