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Stonebrook Private’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Stonebrook Private’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
2025
Q1 		– Sell
-30,991
Closed -$917K – 198
2024
Q4 		$917K Buy
+30,991
New +$978K 0.24% 82

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stonebrook Private's XCEM Position: Q1 2025 in Review

Stonebrook Private sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2025, closing a stake of 30,991 shares — an estimated $917K sold.

Stonebrook Private first reported a position in XCEM in Q4 2024 and held it in 1 quarter. The position peaked at $917K in Q4 2024. 165 funds tracked by Wall St. Rank hold XCEM as of Q1 2025.

  • Stonebrook Private reported no remaining Columbia EM Core ex-China ETF position as of Q1 2025 after selling out during the quarter.
  • Stonebrook Private sold 30,991 Columbia EM Core ex-China ETF shares in Q1 2025, an estimated $917K.
  • Stonebrook Private first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and held it in 1 quarter.
  • Stonebrook Private's Columbia EM Core ex-China ETF position peaked at $917K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2025.

Based on Stonebrook Private's 13F filing for Q1 2025, filed 30 Apr 2025.