OBWP
O'Brien Wealth Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Buy |
747,975
+247,750
| +50% | +$8.47M | 4.01% | 9 |
|
|
2025
Q1 | $14.8M | Sell |
500,225
-221,540
| -31% | -$6.54M | 2.75% | 13 |
|
|
2024
Q4 | $21.4M | Buy |
721,765
+65,692
| +10% | +$1.94M | 3.85% | 9 |
|
|
2024
Q3 | $21.4M | Buy |
+656,073
| New | +$21.4M | 4.2% | 9 |
|