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Valeo Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Valeo Financial Advisors’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
-15,265
Closed -$452K – 785
2024
Q4 		$452K Sell
15,265
-878
-5% -$27.7K 0.01% 431
2024
Q3 		$527K Sell
16,143
-2,624
-14% -$84.9K 0.02% 397
2024
Q2 		$599K Sell
18,767
-1,577
-8% -$48.9K 0.02% 338
2024
Q1 		$613K Sell
20,344
-262
-1% -$7.89K 0.02% 317
2023
Q4 		$624K Sell
20,606
-6,571
-24% -$185K 0.03% 304
2023
Q3 		$745K Sell
27,177
-2,681
-9% -$76.4K 0.03% 252
2023
Q2 		$854K Hold
29,858
– – 0.04% 223
2023
Q1 		$808K Sell
29,858
-1,926
-6% -$51.7K 0.04% 246
2022
Q4 		$812K Buy
31,784
+2,925
+10% +$74.5K 0.04% 213
2022
Q3 		$677K Hold
28,859
– – 0.04% 216
2022
Q2 		$730K Sell
28,859
-1,598
-5% -$44.7K 0.05% 203
2022
Q1 		$932K Sell
30,457
-6,630
-18% -$207K 0.05% 211
2021
Q4 		$1.18M Buy
37,087
+187
+0.5% +$6.01K 0.06% 165
2021
Q3 		$1.19M Buy
+36,900
New +$1.21M 0.07% 163

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $591M AUM 16.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Valeo Financial Advisors's XCEM Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2025, closing a stake of 15,265 shares — an estimated $452K sold.

Valeo Financial Advisors first reported a position in XCEM in Q3 2021 and held it in 14 quarters. The position peaked at $1.19M in Q3 2021. 165 funds tracked by Wall St. Rank hold XCEM as of Q1 2025.

  • Valeo Financial Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 15,265 Columbia EM Core ex-China ETF shares in Q1 2025, an estimated $452K.
  • Valeo Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2021 and held it in 14 quarters.
  • Valeo Financial Advisors's Columbia EM Core ex-China ETF position peaked at $1.19M in Q3 2021.
  • 165 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.