AAS
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Avantax Advisory Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Avantax Advisory Services’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
Q2 		$441K Buy
12,908
+1,487
+13% +$46.4K ﹤0.01% 1659
2025
Q1 		$337K Buy
11,421
+948
+9% +$28.5K ﹤0.01% 1754
2024
Q4 		$310K Sell
10,473
-178
-2% -$5.62K ﹤0.01% 1759
2024
Q3 		$348K Sell
10,651
-1,355
-11% -$43.8K ﹤0.01% 1652
2024
Q2 		$383K Sell
12,006
-1,776
-13% -$55.1K ﹤0.01% 1542
2024
Q1 		$429K Buy
13,782
+259
+2% +$7.8K ﹤0.01% 1119
2023
Q4 		$409K Sell
13,523
-966
-7% -$27.2K ﹤0.01% 1078
2023
Q3 		$397K Sell
14,489
-76
-0.5% -$2.17K ﹤0.01% 1050
2023
Q2 		$417K Buy
14,565
+1,951
+15% +$54K ﹤0.01% 1021
2023
Q1 		$341K Buy
12,614
+869
+7% +$23.3K ﹤0.01% 1079
2022
Q4 		$300K Sell
11,745
-1,938
-14% -$49.3K ﹤0.01% 1104
2022
Q3 		$321K Sell
13,683
-8,820
-39% -$227K ﹤0.01% 970
2022
Q2 		$569K Sell
22,503
-416
-2% -$11.6K 0.01% 731
2022
Q1 		$704K Buy
22,919
+4,731
+26% +$148K 0.01% 656
2021
Q4 		$578K Buy
18,188
+10,712
+143% +$344K 0.01% 713
2021
Q3 		$239K Buy
7,476
+1,200
+19% +$39.5K ﹤0.01% 1026
2021
Q2 		$208K Buy
+6,276
New +$205K ﹤0.01% 1065
2020
Q4 		– Sell
-8,395
Closed -$203K – 1368
2020
Q3 		$203K Buy
+8,395
New +$204K ﹤0.01% 1219

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Avantax Advisory Services's XCEM Position: Q2 2025 in Review

Avantax Advisory Services increased its Columbia EM Core ex-China ETF (XCEM) stake by 13% in Q2 2025, buying an estimated $46.4K and bringing the position to 12,908 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Avantax Advisory Services first reported a position in XCEM in Q3 2020 and has held it in 18 quarters since. The position peaked at $704K in Q1 2022. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

  • Avantax Advisory Services held 12,908 shares of Columbia EM Core ex-China ETF worth $441K as of Q2 2025.
  • Avantax Advisory Services bought 1,487 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $46.4K.
  • Columbia EM Core ex-China ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1659 holding.
  • Avantax Advisory Services first reported a position in Columbia EM Core ex-China ETF in Q3 2020 and has held it in 18 quarters since.
  • Avantax Advisory Services's Columbia EM Core ex-China ETF position peaked at $704K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.