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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
Q2 		$8.31M Sell
157,124
-4,965
-3% -$243K 0.11% 149
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

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

Bleakley Financial Group's XCEM Position: Q2 2026 in Review

Bleakley Financial Group reduced its Columbia EM Core ex-China ETF (XCEM) stake by 3.1% in Q2 2026, selling an estimated $243K and leaving 157,124 shares worth $8.31M. The position accounts for 0.11% of the portfolio, ranked #149.

Bleakley Financial Group first reported a position in XCEM in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Bleakley Financial Group held 157,124 shares of Columbia EM Core ex-China ETF worth $8.31M as of Q2 2026.
  • Bleakley Financial Group sold 4,965 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $243K.
  • Columbia EM Core ex-China ETF made up 0.11% of Bleakley Financial Group's portfolio in Q2 2026, its #149 holding.
  • Bleakley Financial Group first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.