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

Simplicity Solutions’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	$230K	Buy	+7,610	New	+$214K	0.01%	925

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 $2.6B AUM 18.62% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 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

Simplicity Solutions's XCEM Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Columbia EM Core ex-China ETF (XCEM) in Q4 2023: 7,610 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #925 among its holdings.

124 funds tracked by Wall St. Rank hold XCEM as of Q4 2023.

Simplicity Solutions held 7,610 shares of Columbia EM Core ex-China ETF worth $230K as of Q4 2023.
Columbia EM Core ex-China ETF was a new Simplicity Solutions position in Q4 2023.
Columbia EM Core ex-China ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #925 holding.
124 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.