Resource Planning Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Resource Planning Group’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
2023 Q4	$1M	Sell	33,174 -3,974	-11%	-$112K	0.64%	33
2023 Q3	$1.02M	Hold	37,148	–	–	0.86%	24
2023 Q2	$1.06M	Sell	37,148 -3,225	-8%	-$89.3K	0.86%	24
2023 Q1	$1.09M	Sell	40,373 -12,344	-23%	-$331K	0.89%	23
2022 Q4	$1.35M	Sell	52,717 -6,226	-11%	-$158K	1.08%	20
2022 Q3	$1.38M	Buy	58,943 +2,137	+4%	+$55K	1.2%	19
2022 Q2	$1.44M	Buy	+56,806	New	+$1.59M	1.2%	17

Other funds holding XCEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resource Planning Group's XCEM Position: Q4 2023 in Review

Resource Planning Group reduced its Columbia EM Core ex-China ETF (XCEM) stake by 11% in Q4 2023, selling an estimated $112K and leaving 33,174 shares worth $1M. The position accounts for 0.64% of the portfolio, ranked #33.

Resource Planning Group first reported a position in XCEM in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2022. 124 funds tracked by Wall St. Rank hold XCEM as of Q4 2023.

Resource Planning Group held 33,174 shares of Columbia EM Core ex-China ETF worth $1M as of Q4 2023.
Resource Planning Group sold 3,974 Columbia EM Core ex-China ETF shares in Q4 2023, an estimated $112K.
Columbia EM Core ex-China ETF made up 0.64% of Resource Planning Group's portfolio in Q4 2023, its #33 holding.
Resource Planning Group first reported a position in Columbia EM Core ex-China ETF in Q2 2022 and has held it in 7 quarters since.
Resource Planning Group's Columbia EM Core ex-China ETF position peaked at $1.44M in Q2 2022.
124 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.