O'Brien Wealth Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

O'Brien 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 Q4	$28M	Sell	730,973 -11,884	-2%	-$450K	3.71%	10
2025 Q3	$27M	Sell	742,857 -5,118	-0.7%	-$179K	3.66%	10
2025 Q2	$25.6M	Buy	747,975 +247,750	+50%	+$7.74M	4.01%	9
2025 Q1	$14.8M	Sell	500,225 -221,540	-31%	-$6.65M	2.75%	13
2024 Q4	$21.4M	Buy	721,765 +65,692	+10%	+$2.07M	3.85%	9
2024 Q3	$21.4M	Buy	+656,073	New	+$21.2M	4.2%	9

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HWAM

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

O'Brien Wealth Partners's XCEM Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Columbia EM Core ex-China ETF (XCEM) stake by 1.6% in Q4 2025, selling an estimated $450K and leaving 730,973 shares worth $28M. The position accounts for 3.71% of the portfolio, ranked #10.

O'Brien Wealth Partners first reported a position in XCEM in Q3 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold XCEM as of Q4 2025.

O'Brien Wealth Partners held 730,973 shares of Columbia EM Core ex-China ETF worth $28M as of Q4 2025.
O'Brien Wealth Partners sold 11,884 Columbia EM Core ex-China ETF shares in Q4 2025, an estimated $450K.
Columbia EM Core ex-China ETF made up 3.71% of O'Brien Wealth Partners's portfolio in Q4 2025, its #10 holding.
O'Brien Wealth Partners first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.