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

WCG Wealth 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
2024
Q2 		– Sell
-51,545
Closed -$1.6M – 308
2024
Q1 		$1.6M Buy
51,545
+1,200
+2% +$36.2K 0.13% 140
2023
Q4 		$1.52M Sell
50,345
-5,375
-10% -$151K 0.11% 159
2023
Q3 		$1.53M Buy
55,720
+36,510
+190% +$1.04M 0.11% 156
2023
Q2 		$549K Buy
+19,210
New +$532K 0.06% 138

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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WCG Wealth Advisors's XCEM Position: Q2 2024 in Review

WCG Wealth Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2024, closing a stake of 51,545 shares — an estimated $1.6M sold.

WCG Wealth Advisors first reported a position in XCEM in Q2 2023 and held it in 4 quarters. The position peaked at $1.6M in Q1 2024. 143 funds tracked by Wall St. Rank hold XCEM as of Q2 2024.

  • WCG Wealth Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q2 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 51,545 Columbia EM Core ex-China ETF shares in Q2 2024, an estimated $1.6M.
  • WCG Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q2 2023 and held it in 4 quarters.
  • WCG Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $1.6M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.