BSW Wealth Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

BSW Wealth Partners’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	$232K	Sell	4,379 -1,011	-19%	-$49.4K	0.03%	294
2026 Q1	$220K	Sell	5,390 -2,390	-31%	-$100K	0.03%	291
2025 Q4	$298K	Sell	7,780 -498	-6%	-$18.8K	0.04%	245
2025 Q3	$301K	Hold	8,278	–	–	0.04%	253
2025 Q2	$283K	Buy	8,278 +416	+5%	+$13K	0.04%	251
2025 Q1	$232K	Buy	+7,862	New	+$236K	0.04%	271

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

BSW Wealth Partners's XCEM Position: Q2 2026 in Review

BSW Wealth Partners reduced its Columbia EM Core ex-China ETF (XCEM) stake by 19% in Q2 2026, selling an estimated $49.4K and leaving 4,379 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #294.

BSW Wealth Partners first reported a position in XCEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $301K in Q3 2025. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

BSW Wealth Partners held 4,379 shares of Columbia EM Core ex-China ETF worth $232K as of Q2 2026.
BSW Wealth Partners sold 1,011 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $49.4K.
Columbia EM Core ex-China ETF made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #294 holding.
BSW Wealth Partners first reported a position in Columbia EM Core ex-China ETF in Q1 2025 and has held it in 6 quarters since.
BSW Wealth Partners's Columbia EM Core ex-China ETF position peaked at $301K in Q3 2025.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.