Brand Asset Management Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Brand Asset Management 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	$1.45M	Sell	27,443 -1,254	-4%	-$61.3K	0.32%	55
2026 Q1	$1.17M	Sell	28,697 -2,755	-9%	-$116K	0.3%	55
2025 Q4	$1.21M	Buy	31,452 +6,091	+24%	+$231K	0.34%	48
2025 Q3	$921K	Buy	25,361 +3,457	+16%	+$121K	0.26%	58
2025 Q2	$749K	Hold	21,904	–	–	0.28%	41
2025 Q1	$647K	Hold	21,904	–	–	0.27%	44
2024 Q4	$648K	Buy	21,904 +1,576	+8%	+$49.7K	0.26%	43
2024 Q3	$664K	Hold	20,328	–	–	0.26%	45
2024 Q2	$649K	Hold	20,328	–	–	0.27%	43
2024 Q1	$632K	Buy	20,328 +11,366	+127%	+$342K	0.27%	44
2023 Q4	$271K	Hold	8,962	–	–	0.12%	65
2023 Q3	$246K	Hold	8,962	–	–	0.13%	65
2023 Q2	$256K	Hold	8,962	–	–	0.12%	65
2023 Q1	$242K	Hold	8,962	–	–	0.12%	68
2022 Q4	$229K	Hold	8,962	–	–	0.12%	69
2022 Q3	$210K	Buy	+8,962	New	+$231K	0.12%	71

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

Brand Asset Management Group's XCEM Position: Q2 2026 in Review

Brand Asset Management Group reduced its Columbia EM Core ex-China ETF (XCEM) stake by 4.4% in Q2 2026, selling an estimated $61.3K and leaving 27,443 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #55.

Brand Asset Management Group first reported a position in XCEM in Q3 2022 and has held it in 16 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Brand Asset Management Group held 27,443 shares of Columbia EM Core ex-China ETF worth $1.45M as of Q2 2026.
Brand Asset Management Group sold 1,254 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $61.3K.
Columbia EM Core ex-China ETF made up 0.32% of Brand Asset Management Group's portfolio in Q2 2026, its #55 holding.
Brand Asset Management Group first reported a position in Columbia EM Core ex-China ETF in Q3 2022 and has held it in 16 quarters since.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.