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

Avior 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	$344K	Hold	6,499	–	–	0.01%	617
2026 Q1	$265K	Hold	6,499	–	–	0.01%	720
2025 Q4	$249K	Buy	6,499 +85	+1%	+$3.22K	0.01%	664
2025 Q3	$233K	Hold	6,414	–	–	0.01%	667
2025 Q2	$219K	Buy	+6,414	New	+$200K	0.01%	649
2025 Q1	–	Sell	-6,414	Closed	-$190K	–	2367
2024 Q4	$190K	Buy	6,414 +1,294	+25%	+$40.8K	0.01%	715
2024 Q3	$167K	Hold	5,120	–	–	0.01%	744
2024 Q2	$163K	Buy	+5,120	New	+$159K	0.01%	725

Other funds holding XCEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

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

MAM

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Avior Wealth Management's XCEM Position: Q2 2026 in Review

Avior Wealth Management held its Columbia EM Core ex-China ETF (XCEM) position steady in Q2 2026 at 6,499 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #617.

Avior Wealth Management first reported a position in XCEM in Q2 2024 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Avior Wealth Management held 6,499 shares of Columbia EM Core ex-China ETF worth $344K as of Q2 2026.
Avior Wealth Management left its Columbia EM Core ex-China ETF share count unchanged in Q2 2026.
Columbia EM Core ex-China ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #617 holding.
Avior Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q2 2024 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.