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

ARQ 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
2026 Q1	$4.2M	Sell	102,867 -5,029	-5%	-$211K	0.76%	47
2025 Q4	$4.14M	Sell	107,896 -12,470	-10%	-$472K	1.12%	32
2025 Q3	$4.37M	Sell	120,366 -12,053	-9%	-$421K	1.29%	31
2025 Q2	$3.91M	Hold	132,419	–	–	1.34%	26
2025 Q1	$3.91M	Sell	132,419 -11,827	-8%	-$355K	1.45%	25
2024 Q4	$4.27M	Buy	144,246 +13,208	+10%	+$417K	1.62%	23
2024 Q3	$4.28M	Buy	131,038 +2,168	+2%	+$70.1K	1.62%	24
2024 Q2	$4.11M	Buy	128,870 +4,726	+4%	+$147K	1.78%	21
2024 Q1	$3.86M	Buy	124,144 +31,114	+33%	+$938K	1.68%	24
2023 Q4	$2.82M	Buy	93,030 +71,178	+326%	+$2M	1.68%	21
2023 Q3	$599K	Buy	+21,852	New	+$622K	0.45%	37

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

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

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

ARQ Wealth Advisors's XCEM Position: Q1 2026 in Review

ARQ Wealth Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 4.7% in Q1 2026, selling an estimated $211K and leaving 102,867 shares worth $4.2M. The position accounts for 0.76% of the portfolio, ranked #47.

ARQ Wealth Advisors first reported a position in XCEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q3 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

ARQ Wealth Advisors held 102,867 shares of Columbia EM Core ex-China ETF worth $4.2M as of Q1 2026.
ARQ Wealth Advisors sold 5,029 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $211K.
Columbia EM Core ex-China ETF made up 0.76% of ARQ Wealth Advisors's portfolio in Q1 2026, its #47 holding.
ARQ Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 11 quarters since.
ARQ Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $4.37M in Q3 2025.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.