Northwest Capital Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Northwest Capital 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
2025 Q4	$198K	Sell	5,165 -37,010	-88%	-$1.4M	0.86%	35
2025 Q3	$1.53M	Sell	42,175 -8,970	-18%	-$313K	1.61%	13
2025 Q2	$1.75M	Sell	51,145 -44,175	-46%	-$1.38M	0.95%	26
2025 Q1	$2.82M	Sell	95,320 -19,715	-17%	-$592K	1.16%	21
2024 Q4	$3.41M	Buy	115,035 +33,773	+42%	+$1.07M	1.46%	17
2024 Q3	$2.65M	Buy	81,262 +17,472	+27%	+$565K	0.96%	22
2024 Q2	$2.04M	Buy	63,790 +59,419	+1,359%	+$1.84M	0.74%	26
2024 Q1	$136K	Buy	4,371 +100	+2%	+$3.01K	0.04%	156
2023 Q4	$129K	Buy	+4,271	New	+$120K	0.04%	156

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Northwest Capital Management's XCEM Position: Q4 2025 in Review

Northwest Capital Management reduced its Columbia EM Core ex-China ETF (XCEM) stake by 88% in Q4 2025, selling an estimated $1.4M and leaving 5,165 shares worth $198K. The position accounts for 0.86% of the portfolio, ranked #35.

Northwest Capital Management first reported a position in XCEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.41M in Q4 2024. 176 funds tracked by Wall St. Rank hold XCEM as of Q4 2025.

Northwest Capital Management held 5,165 shares of Columbia EM Core ex-China ETF worth $198K as of Q4 2025.
Northwest Capital Management sold 37,010 Columbia EM Core ex-China ETF shares in Q4 2025, an estimated $1.4M.
Columbia EM Core ex-China ETF made up 0.86% of Northwest Capital Management's portfolio in Q4 2025, its #35 holding.
Northwest Capital Management first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 9 quarters since.
Northwest Capital Management's Columbia EM Core ex-China ETF position peaked at $3.41M in Q4 2024.
176 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.