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

Bernard 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 		$89.9K Hold
1,700
– – 0.03% 110
2026
Q1 		$69.4K Buy
+1,700
New +$71.3K 0.03% 116

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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

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

Bernard Wealth Management held its Columbia EM Core ex-China ETF (XCEM) position steady in Q2 2026 at 1,700 shares worth $89.9K. The position accounts for 0.03% of the portfolio, ranked #110.

Bernard Wealth Management first reported a position in XCEM in Q1 2026 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Bernard Wealth Management held 1,700 shares of Columbia EM Core ex-China ETF worth $89.9K as of Q2 2026.
  • Bernard Wealth Management left its Columbia EM Core ex-China ETF share count unchanged in Q2 2026.
  • Columbia EM Core ex-China ETF made up 0.03% of Bernard Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Bernard Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q1 2026 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.