FIRST NATIONAL CORP /MA/ /ADV XCEM Columbia EM Core ex-China ETF

Ownership history in FIRST NATIONAL CORP /MA/ /ADV  ·  17 quarters on record

AI Ownership Summary

FIRST NATIONAL CORP /MA/ /ADV reported Columbia EM Core ex-China ETF (XCEM) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.68% in 2025 Q3. The latest visible filing shows XCEM at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XCEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST NATIONAL CORP /MA/ /ADV's position in Columbia EM Core ex-China ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XCEM was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST NATIONAL CORP /MA/ /ADV held XCEM — position size vs. price
% of Fund (quarterly)    XCEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 98,807 -50 -0.1% 0.68% $3.6M 2025-11-14 (Est.) $36.99
2025 Q2 ADDED 98,857 +2,897 +3.0% 0.68% $3.4M 2025-07-08 $33.22
2025 Q1 ADDED 95,960 +7,760 +8.8% 0.63% $2.8M 2025-04-11 $27.81
2024 Q4 ADDED 88,200 +4,648 +5.6% 0.59% $2.6M 2025-01-29 $28.88
2024 Q3 REDUCED 5.3% -6.6% 83,552 -4,703 -5.3% 0.61% $2.7M 2024-10-08 $30.51
2024 Q2 ADDED 88,255 +12,294 +16.2% 0.67% $2.8M 2024-07-12 $31.32
2024 Q1 UNCHANGED 75,961 0% 0.57% $2.3M 2024-04-15 $28.58
2023 Q4 ADDED 75,961 +1,794 +2.4% 0.56% $2.3M 2024-01-18 $27.27
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST NATIONAL CORP /MA/ /ADV and XCEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST NATIONAL CORP /MA/ /ADV reported owning XCEM?

FIRST NATIONAL CORP /MA/ /ADV reported XCEM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported XCEM position in FIRST NATIONAL CORP /MA/ /ADV's portfolio?

The largest reported portfolio weight for XCEM was 0.68% in 2025 Q3.

What is the latest reported XCEM position on this page?

The most recent filing on this page is 2025 Q3, when FIRST NATIONAL CORP /MA/ /ADV reported 98,807 shares, equal to 0.68% of portfolio, with an estimated market value of $3.6M.

What does the chart on this XCEM ownership page compare?

The chart compares FIRST NATIONAL CORP /MA/ /ADV's quarterly XCEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST NATIONAL CORP /MA/ /ADV time their XCEM position?

Based on 13F filing dates vs. subsequent XCEM price moves, FIRST NATIONAL CORP /MA/ /ADV correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on XCEM relative to SPY over the holding period was -4.5%.

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