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Whittier Trust’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Whittier Trust’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
Q4 		– Sell
-212
Closed -$7.84K – 1438
2025
Q3 		$7.84K Buy
+212
New +$7.4K ﹤0.01% 1162

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Whittier Trust's XCEM Position: Q4 2025 in Review

Whittier Trust sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2025, closing a stake of 212 shares — an estimated $7.84K sold.

Whittier Trust first reported a position in XCEM in Q3 2025 and held it in 1 quarter. The position peaked at $7.84K in Q3 2025. 176 funds tracked by Wall St. Rank hold XCEM as of Q4 2025.

  • Whittier Trust reported no remaining Columbia EM Core ex-China ETF position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 212 Columbia EM Core ex-China ETF shares in Q4 2025, an estimated $7.84K.
  • Whittier Trust first reported a position in Columbia EM Core ex-China ETF in Q3 2025 and held it in 1 quarter.
  • Whittier Trust's Columbia EM Core ex-China ETF position peaked at $7.84K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.