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Narus Financial Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Narus Financial 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
2022
Q2 		– Sell
-17,290
Closed -$529K – 126
2022
Q1 		$529K Buy
+17,290
New +$540K 0.3% 57

Other funds holding XCEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Narus Financial Partners's XCEM Position: Q2 2022 in Review

Narus Financial Partners sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2022, closing a stake of 17,290 shares — an estimated $529K sold.

Narus Financial Partners first reported a position in XCEM in Q1 2022 and held it in 1 quarter. The position peaked at $529K in Q1 2022. 33 funds tracked by Wall St. Rank hold XCEM as of Q2 2022.

  • Narus Financial Partners reported no remaining Columbia EM Core ex-China ETF position as of Q2 2022 after selling out during the quarter.
  • Narus Financial Partners sold 17,290 Columbia EM Core ex-China ETF shares in Q2 2022, an estimated $529K.
  • Narus Financial Partners first reported a position in Columbia EM Core ex-China ETF in Q1 2022 and held it in 1 quarter.
  • Narus Financial Partners's Columbia EM Core ex-China ETF position peaked at $529K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2022.

Based on Narus Financial Partners's 13F filing for Q2 2022, filed 12 Oct 2023.