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Horan Securities’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Horan Securities’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
Q3 		– Sell
-55
Closed -$1.57K – 681
2023
Q2 		$1.57K Buy
+55
New +$1.52K ﹤0.01% 592

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Horan Securities's XCEM Position: Q3 2023 in Review

Horan Securities sold out of Columbia EM Core ex-China ETF (XCEM) in Q3 2023, closing a stake of 55 shares — an estimated $1.57K sold.

Horan Securities first reported a position in XCEM in Q2 2023 and held it in 1 quarter. The position peaked at $1.57K in Q2 2023. 91 funds tracked by Wall St. Rank hold XCEM as of Q3 2023.

  • Horan Securities reported no remaining Columbia EM Core ex-China ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 55 Columbia EM Core ex-China ETF shares in Q3 2023, an estimated $1.57K.
  • Horan Securities first reported a position in Columbia EM Core ex-China ETF in Q2 2023 and held it in 1 quarter.
  • Horan Securities's Columbia EM Core ex-China ETF position peaked at $1.57K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.