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SFG Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

SFG Wealth Management’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
Q2 		– Sell
-7,677
Closed -$239K – 105
2024
Q1 		$239K Sell
7,677
-15
-0.2% -$452 0.14% 87
2023
Q4 		$233K Sell
7,692
-73
-0.9% -$2.06K 0.16% 87
2023
Q3 		$213K Buy
+7,765
New +$221K 0.17% 88

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFG Wealth Management's XCEM Position: Q2 2024 in Review

SFG Wealth Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2024, closing a stake of 7,677 shares — an estimated $239K sold.

SFG Wealth Management first reported a position in XCEM in Q3 2023 and held it in 3 quarters. The position peaked at $239K in Q1 2024. 143 funds tracked by Wall St. Rank hold XCEM as of Q2 2024.

  • SFG Wealth Management reported no remaining Columbia EM Core ex-China ETF position as of Q2 2024 after selling out during the quarter.
  • SFG Wealth Management sold 7,677 Columbia EM Core ex-China ETF shares in Q2 2024, an estimated $239K.
  • SFG Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and held it in 3 quarters.
  • SFG Wealth Management's Columbia EM Core ex-China ETF position peaked at $239K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.