PTC
XCEM icon

Private Trust Company’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Private Trust Company’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
2026
Q1 		$48.1K Buy
1,179
+569
+93% +$23.9K ﹤0.01% 1320
2025
Q4 		$23.4K Hold
610
– – ﹤0.01% 1580
2025
Q3 		$22.2K Hold
610
– – ﹤0.01% 1598
2025
Q2 		$20.9K Buy
610
+195
+47% +$6.09K ﹤0.01% 1545
2025
Q1 		$12.3K Hold
415
– – ﹤0.01% 1740
2024
Q4 		$12.3K Hold
415
– – ﹤0.01% 1683
2024
Q3 		$13.6K Hold
415
– – ﹤0.01% 1614
2024
Q2 		$13.2K Hold
415
– – ﹤0.01% 1597
2024
Q1 		$12.9K Hold
415
– – ﹤0.01% 1575
2023
Q4 		$12.6K Hold
415
– – ﹤0.01% 1567
2023
Q3 		$11.4K Hold
415
– – ﹤0.01% 1551
2023
Q2 		$11.9K Buy
+415
New +$11.5K ﹤0.01% 1561

Other funds holding XCEM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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 $376B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return