Abound Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Abound Wealth Management’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
2026 Q2	$27.8K	Hold	525	–	–	0.01%	320
2026 Q1	$21.4K	Hold	525	–	–	﹤0.01%	386
2025 Q4	$20.1K	Buy	525 +16	+3%	+$606	﹤0.01%	365
2025 Q3	$18.5K	Hold	509	–	–	﹤0.01%	377
2025 Q2	$17.4K	Hold	509	–	–	﹤0.01%	354
2025 Q1	$15K	Sell	509 -424	-45%	-$12.7K	0.01%	343
2024 Q4	$27.6K	Buy	933 +25	+3%	+$789	0.01%	239
2024 Q3	$29.7K	Hold	908	–	–	0.01%	231
2024 Q2	$29K	Hold	908	–	–	0.01%	212
2024 Q1	$28.2K	Hold	908	–	–	0.01%	199
2023 Q4	$27.5K	Buy	908 +11	+1%	+$310	0.01%	211
2023 Q3	$24.6K	Hold	897	–	–	0.01%	192
2023 Q2	$25.6K	Hold	897	–	–	0.01%	188
2023 Q1	$24.3K	Hold	897	–	–	0.01%	185
2022 Q4	$22.9K	Buy	897 +22	+3%	+$560	0.01%	175
2022 Q3	$20.5K	Buy	+875	New	+$22.5K	0.01%	184

Other funds holding XCEM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return