BFG
XCEM icon

Bleakley Financial Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Bleakley Financial Group’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 		$6.61M Sell
162,089
-1,843
-1% -$77.3K 0.1% 168
2025
Q4 		$6.29M Buy
163,932
+3,821
+2% +$145K 0.11% 159
2025
Q3 		$5.82M Sell
160,111
-2,624
-2% -$91.6K 0.14% 136
2025
Q2 		$5.56M Buy
162,735
+11,914
+8% +$372K 0.14% 136
2025
Q1 		$4.45M Buy
150,821
+7,034
+5% +$211K 0.14% 137
2024
Q4 		$4.26M Buy
143,787
+11,549
+9% +$364K 0.13% 139
2024
Q3 		$4.32M Buy
132,238
+13,452
+11% +$435K 0.13% 130
2024
Q2 		$3.79M Buy
118,786
+46,929
+65% +$1.46M 0.11% 175
2024
Q1 		$2.23M Buy
71,857
+64,247
+844% +$1.94M 0.06% 275
2023
Q4 		$230K Buy
+7,610
New +$214K 0.01% 815

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return