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

KWB Wealth’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	–	Sell	-204,916	Closed	-$6.05M	–	160
2025 Q2	$6.05M	Sell	204,916 -67,778	-25%	-$2.12M	0.74%	29
2025 Q1	$8.07M	Buy	272,694 +41,383	+18%	+$1.24M	0.97%	23
2024 Q4	$7.56M	Buy	231,311 +61,060	+36%	+$1.93M	0.94%	25
2024 Q3	$5.43M	Buy	170,251 +27,087	+19%	+$876K	0.71%	27
2024 Q2	$4.45M	Sell	143,164 -1,854	-1%	-$57.5K	0.61%	27
2024 Q1	$4.51M	Buy	145,018 +96,644	+200%	+$2.91M	0.61%	27
2023 Q4	$1.46M	Buy	+48,374	New	+$1.36M	0.21%	45

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 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 $67.6B AUM 18.3% 1-Year Est. Return

KWB Wealth's XCEM Position: Q3 2025 in Review

KWB Wealth sold out of Columbia EM Core ex-China ETF (XCEM) in Q3 2025, closing a stake of 204,916 shares — an estimated $6.05M sold.

KWB Wealth first reported a position in XCEM in Q4 2023 and held it in 7 quarters. The position peaked at $8.07M in Q1 2025. 171 funds tracked by Wall St. Rank hold XCEM as of Q3 2025.

KWB Wealth reported no remaining Columbia EM Core ex-China ETF position as of Q3 2025 after selling out during the quarter.
KWB Wealth sold 204,916 Columbia EM Core ex-China ETF shares in Q3 2025, an estimated $6.05M.
KWB Wealth first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and held it in 7 quarters.
KWB Wealth's Columbia EM Core ex-China ETF position peaked at $8.07M in Q1 2025.
171 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.