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Keudell/Morrison Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Keudell/Morrison 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
2024
Q4 		– Sell
-117,759
Closed -$3.85M – 238
2024
Q3 		$3.85M Buy
117,759
+33,095
+39% +$1.07M 1.04% 19
2024
Q2 		$2.7M Buy
84,664
+24,546
+41% +$761K 0.79% 28
2024
Q1 		$1.87M Buy
60,118
+8,874
+17% +$267K 0.57% 38
2023
Q4 		$1.55M Sell
51,244
-3,144
-6% -$88.5K 0.51% 40
2023
Q3 		$1.49M Buy
54,388
+44,680
+460% +$1.27M 0.45% 41
2023
Q2 		$278K Buy
+9,708
New +$269K 0.08% 152

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
LPL Financial
LPL Financial San Diego, California $377B 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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Keudell/Morrison Wealth Management's XCEM Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2024, closing a stake of 117,759 shares — an estimated $3.85M sold.

Keudell/Morrison Wealth Management first reported a position in XCEM in Q2 2023 and held it in 6 quarters. The position peaked at $3.85M in Q3 2024. 162 funds tracked by Wall St. Rank hold XCEM as of Q4 2024.

  • Keudell/Morrison Wealth Management reported no remaining Columbia EM Core ex-China ETF position as of Q4 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 117,759 Columbia EM Core ex-China ETF shares in Q4 2024, an estimated $3.85M.
  • Keudell/Morrison Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q2 2023 and held it in 6 quarters.
  • Keudell/Morrison Wealth Management's Columbia EM Core ex-China ETF position peaked at $3.85M in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.