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GW & Wade’s Columbia EM Core ex-China ETF XCEM Stock Holding History

GW & Wade’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
2023
Q4 		$2.62M Buy
86,424
+76,202
+745% +$2.15M 0.09% 148
2023
Q3 		$280K Buy
+10,222
New +$291K 0.01% 333

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GW & Wade's XCEM Position: Q4 2023 in Review

GW & Wade increased its Columbia EM Core ex-China ETF (XCEM) stake by 745% in Q4 2023, buying an estimated $2.15M and bringing the position to 86,424 shares worth $2.62M. The position accounts for 0.09% of the portfolio, ranked #148.

GW & Wade first reported a position in XCEM in Q3 2023 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold XCEM as of Q4 2023.

  • GW & Wade held 86,424 shares of Columbia EM Core ex-China ETF worth $2.62M as of Q4 2023.
  • GW & Wade bought 76,202 Columbia EM Core ex-China ETF shares in Q4 2023, an estimated $2.15M.
  • Columbia EM Core ex-China ETF made up 0.09% of GW & Wade's portfolio in Q4 2023, its #148 holding.
  • GW & Wade first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.