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Sheridan Capital Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Sheridan Capital 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
2026
Q1 		$946K Sell
23,431
-20,517
-47% -$861K 0.5% 25
2025
Q4 		$1.69M Buy
43,948
+2,951
+7% +$112K 0.85% 23
2025
Q3 		$1.49M Buy
+40,997
New +$1.43M 0.79% 24
2025
Q2 		– Sell
-39,380
Closed -$1.16M – 31
2025
Q1 		$1.16M Buy
39,380
+1,889
+5% +$56.7K 0.85% 19
2024
Q4 		$1.11M Buy
37,491
+865
+2% +$27.3K 0.78% 20
2024
Q3 		$1.2M Buy
36,626
+1,695
+5% +$54.8K 0.85% 19
2024
Q2 		$1.12M Buy
34,931
+892
+3% +$27.7K 0.83% 18
2024
Q1 		$1.06M Buy
34,039
+11,686
+52% +$352K 0.8% 18
2023
Q4 		$677K Buy
+22,353
New +$630K 0.55% 19

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
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