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

Simplicity Wealth’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
Q3 		– Sell
-118,786
Closed -$3.79M – 1234
2024
Q2 		$3.79M Buy
118,786
+46,929
+65% +$1.46M 0.09% 232
2024
Q1 		$2.23M Buy
+71,857
New +$2.17M 0.05% 329

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
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

Simplicity Wealth's XCEM Position: Q3 2024 in Review

Simplicity Wealth sold out of Columbia EM Core ex-China ETF (XCEM) in Q3 2024, closing a stake of 118,786 shares — an estimated $3.79M sold.

Simplicity Wealth first reported a position in XCEM in Q1 2024 and held it in 2 quarters. The position peaked at $3.79M in Q2 2024. 148 funds tracked by Wall St. Rank hold XCEM as of Q3 2024.

  • Simplicity Wealth reported no remaining Columbia EM Core ex-China ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 118,786 Columbia EM Core ex-China ETF shares in Q3 2024, an estimated $3.79M.
  • Simplicity Wealth first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Columbia EM Core ex-China ETF position peaked at $3.79M in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.