BFA
XCEM icon

Boulay Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Boulay Financial Advisors’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 		$118M Sell
2,228,872
-344,032
-13% -$16.8M 10.91% 5
2026
Q1 		$105M Buy
+2,572,904
New +$108M 12.05% 5

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boulay Financial Advisors's XCEM Position: Q2 2026 in Review

Boulay Financial Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 13% in Q2 2026, selling an estimated $16.8M and leaving 2,228,872 shares worth $118M. The position accounts for 10.91% of the portfolio, ranked #5.

Boulay Financial Advisors 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.

  • Boulay Financial Advisors held 2,228,872 shares of Columbia EM Core ex-China ETF worth $118M as of Q2 2026.
  • Boulay Financial Advisors sold 344,032 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $16.8M.
  • Columbia EM Core ex-China ETF made up 10.91% of Boulay Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Boulay Financial Advisors 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 Boulay Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.