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

Wingate 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
2025
Q1 		– Sell
-950
Closed -$28.1K – 466
2024
Q4 		$28.1K Buy
+950
New +$30K 0.03% 262

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 $375M AUM 15.89% 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

Wingate Wealth Advisors's XCEM Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2025, closing a stake of 950 shares — an estimated $28.1K sold.

Wingate Wealth Advisors first reported a position in XCEM in Q4 2024 and held it in 1 quarter. The position peaked at $28.1K in Q4 2024. 165 funds tracked by Wall St. Rank hold XCEM as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 950 Columbia EM Core ex-China ETF shares in Q1 2025, an estimated $28.1K.
  • Wingate Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $28.1K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.