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Legacy Capital Wealth Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-10,533
Closed -$311K – 397
2025
Q1 		$311K Hold
10,533
– – 0.08% 269
2024
Q4 		$312K Buy
+10,533
New +$332K 0.08% 264

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
Northwestern Mutual Wealth Management
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
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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legacy Capital Wealth Partners's XCEM Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2025, closing a stake of 10,533 shares — an estimated $311K sold.

Legacy Capital Wealth Partners first reported a position in XCEM in Q4 2024 and held it in 2 quarters. The position peaked at $312K in Q4 2024. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining Columbia EM Core ex-China ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 10,533 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $311K.
  • Legacy Capital Wealth Partners first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Columbia EM Core ex-China ETF position peaked at $312K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.