Number of Shares
8,150.00
Current Holdings Value*
$278,560.00
% of Portfolio
0.18%
Total Estimate Gain
$-53,211.66
% of Total Estimate Gain
-1.62%

EHRLICH FINANCIAL GROUP's Columbia EM Core ex-China ETF Holding Summary

As of 2025-06-30, EHRLICH FINANCIAL GROUP held 8,150.00 shares of Columbia EM Core ex-China ETF(XCEM), totaling $278,560.00. This investment constitutes 0.18% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds -% of the outstanding Columbia EM Core ex-China ETF(XCEM) stock.

The initial trade took place in 2024Q3. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of XCEM, at an average price of $31.99, for a total of 102,872.00 shares. In addition, there have been 1 sales at an average price of $31.20 for 94,722.00 shares. Based on historical transaction data and XCEM's current price of $34.66, EHRLICH FINANCIAL GROUP's estimated gain on his XCEM holdings is $-53,211.66, reflecting a -1.62% gain to date.

EHRLICH FINANCIAL GROUP XCEM ($34.66) Holding Chart

EHRLICH FINANCIAL GROUP XCEM ($34.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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