Belpointe Asset Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Belpointe Asset 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	$1.87M	Sell	35,370 -7,926	-18%	-$387K	0.06%	293
2026 Q1	$1.77M	Sell	43,296 -1,830	-4%	-$76.8K	0.06%	269
2025 Q4	$1.73M	Sell	45,126 -90	-0.2%	-$3.41K	0.06%	254
2025 Q3	$1.64M	Buy	45,216 +168	+0.4%	+$5.87K	0.06%	268
2025 Q2	$1.54M	Buy	+45,048	New	+$1.41M	0.06%	248
2024 Q1	–	Sell	-30,288	Closed	-$917K	–	846
2023 Q4	$917K	Sell	30,288 -1,659	-5%	-$46.7K	0.08%	231
2023 Q3	$876K	Buy	+31,947	New	+$910K	0.09%	214
2023 Q2	–	Sell	-298	Closed	-$8.06K	–	3405
2023 Q1	$8.06K	Sell	298 -59	-17%	-$1.58K	﹤0.01%	2819
2022 Q4	$9.12K	Buy	+357	New	+$9.09K	﹤0.01%	2666

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

Belpointe Asset Management's XCEM Position: Q2 2026 in Review

Belpointe Asset Management reduced its Columbia EM Core ex-China ETF (XCEM) stake by 18% in Q2 2026, selling an estimated $387K and leaving 35,370 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #293.

Belpointe Asset Management first reported a position in XCEM in Q4 2022 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Belpointe Asset Management held 35,370 shares of Columbia EM Core ex-China ETF worth $1.87M as of Q2 2026.
Belpointe Asset Management sold 7,926 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $387K.
Columbia EM Core ex-China ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #293 holding.
Belpointe Asset Management first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.