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XCEM icon

Sachetta’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Sachetta’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
2024
Q4 		– Sell
-2,172
Closed -$71K – 1287
2024
Q3 		$71K Sell
2,172
-49
-2% -$1.58K 0.03% 238
2024
Q2 		$70.8K Sell
2,221
-493
-18% -$15.3K 0.03% 220
2024
Q1 		$82.1K Hold
2,714
– – 0.04% 204
2023
Q4 		$82.1K Buy
+2,714
New +$76.4K 0.04% 204

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Sachetta's XCEM Position: Q4 2024 in Review

Sachetta sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2024, closing a stake of 2,172 shares — an estimated $71K sold.

Sachetta first reported a position in XCEM in Q4 2023 and held it in 4 quarters. The position peaked at $82.1K in Q1 2024. 162 funds tracked by Wall St. Rank hold XCEM as of Q4 2024.

  • Sachetta reported no remaining Columbia EM Core ex-China ETF position as of Q4 2024 after selling out during the quarter.
  • Sachetta sold 2,172 Columbia EM Core ex-China ETF shares in Q4 2024, an estimated $71K.
  • Sachetta first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and held it in 4 quarters.
  • Sachetta's Columbia EM Core ex-China ETF position peaked at $82.1K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.