Bogart Wealth LLC’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Bogart Wealth LLC’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	$203K	Buy	3,831 +386	+11%	+$18.9K	0.01%	281
2026 Q1	$141K	Hold	3,445	–	–	0.01%	315
2025 Q4	$132K	Buy	3,445 +2,545	+283%	+$96.3K	0.01%	309
2025 Q3	$32.7K	Hold	900	–	–	﹤0.01%	547
2025 Q2	$30.8K	Hold	900	–	–	﹤0.01%	543
2025 Q1	$26.6K	Sell	900 -307	-25%	-$9.21K	﹤0.01%	522
2024 Q4	$35.7K	Sell	1,207 -1,033	-46%	-$32.6K	﹤0.01%	475
2024 Q3	$73.2K	Sell	2,240 -1,118	-33%	-$36.2K	﹤0.01%	342
2024 Q2	$107K	Sell	3,358 -804,666	-100%	-$25M	0.01%	289
2024 Q1	$25.1M	Buy	808,024 +22,938	+3%	+$691K	1.29%	17
2023 Q4	$23.8M	Buy	785,086 +97,751	+14%	+$2.75M	1.34%	13
2023 Q3	$18.8M	Buy	+687,335	New	+$19.6M	1.16%	18

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

Bogart Wealth LLC's XCEM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Columbia EM Core ex-China ETF (XCEM) stake by 11% in Q2 2026, buying an estimated $18.9K and bringing the position to 3,831 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #281.

Bogart Wealth LLC first reported a position in XCEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.1M in Q1 2024. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Bogart Wealth LLC held 3,831 shares of Columbia EM Core ex-China ETF worth $203K as of Q2 2026.
Bogart Wealth LLC bought 386 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $18.9K.
Columbia EM Core ex-China ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #281 holding.
Bogart Wealth LLC first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 12 quarters since.
Bogart Wealth LLC's Columbia EM Core ex-China ETF position peaked at $25.1M in Q1 2024.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.