UB
XCEM icon

UMB Bank’s Columbia EM Core ex-China ETF XCEM Stock Holding History

UMB Bank’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 		– Sell
-442
Closed -$12.1K – 1764
2023
Q3 		$12.1K Hold
442
– – ﹤0.01% 1230
2023
Q2 		$12.6K Buy
442
+184
+71% +$5.1K ﹤0.01% 1236
2023
Q1 		$6.98K Buy
+258
New +$6.92K ﹤0.01% 1370

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UMB Bank's XCEM Position: Q4 2023 in Review

UMB Bank sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2023, closing a stake of 442 shares — an estimated $12.1K sold.

UMB Bank first reported a position in XCEM in Q1 2023 and held it in 3 quarters. The position peaked at $12.6K in Q2 2023. 124 funds tracked by Wall St. Rank hold XCEM as of Q4 2023.

  • UMB Bank reported no remaining Columbia EM Core ex-China ETF position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 442 Columbia EM Core ex-China ETF shares in Q4 2023, an estimated $12.1K.
  • UMB Bank first reported a position in Columbia EM Core ex-China ETF in Q1 2023 and held it in 3 quarters.
  • UMB Bank's Columbia EM Core ex-China ETF position peaked at $12.6K in Q2 2023.
  • 124 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.