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Loring Wolcott & Coolidge Fiduciary Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-600
Closed -$22.8K – 559
2025
Q3 		$22.8K Buy
+600
New +$21K ﹤0.01% 476

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XCEM Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2025, closing a stake of 600 shares — an estimated $22.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XCEM in Q3 2025 and held it in 1 quarter. The position peaked at $22.8K in Q3 2025. 176 funds tracked by Wall St. Rank hold XCEM as of Q4 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q4 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 600 Columbia EM Core ex-China ETF shares in Q4 2025, an estimated $22.8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Columbia EM Core ex-China ETF position peaked at $22.8K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.