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

Sheets Smith 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
2022
Q1 		– Sell
-39,614
Closed -$1.26M – 390
2021
Q4 		$1.26M Buy
+39,614
New +$1.27M 0.16% 130

Other funds holding XCEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sheets Smith Wealth Management's XCEM Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2022, closing a stake of 39,614 shares — an estimated $1.26M sold.

Sheets Smith Wealth Management first reported a position in XCEM in Q4 2021 and held it in 1 quarter. The position peaked at $1.26M in Q4 2021. 29 funds tracked by Wall St. Rank hold XCEM as of Q1 2022.

  • Sheets Smith Wealth Management reported no remaining Columbia EM Core ex-China ETF position as of Q1 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 39,614 Columbia EM Core ex-China ETF shares in Q1 2022, an estimated $1.26M.
  • Sheets Smith Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q4 2021 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Columbia EM Core ex-China ETF position peaked at $1.26M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.