Buttonwood Financial Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Buttonwood 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
2025 Q2	–	Sell	-166,458	Closed	-$4.65M	–	32
2025 Q1	$4.65M	Sell	166,458 -47,132	-22%	-$1.41M	2.73%	11
2024 Q4	$6.52M	Buy	213,590 +9,957	+5%	+$314K	3.61%	8
2024 Q3	$6.65M	Buy	203,633 +30,461	+18%	+$985K	3.99%	8
2024 Q2	$5.53M	Buy	173,172 +40,347	+30%	+$1.25M	3.15%	10
2024 Q1	$4.13M	Buy	132,825 +66,505	+100%	+$2M	2.44%	12
2023 Q4	$2.01M	Buy	66,320 +2,263	+4%	+$63.7K	1.46%	14
2023 Q3	$1.7M	Buy	+64,057	New	+$1.82M	1.24%	16

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Buttonwood Financial Group's XCEM Position: Q2 2025 in Review

Buttonwood Financial Group sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2025, closing a stake of 166,458 shares — an estimated $4.65M sold.

Buttonwood Financial Group first reported a position in XCEM in Q3 2023 and held it in 7 quarters. The position peaked at $6.65M in Q3 2024. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

Buttonwood Financial Group reported no remaining Columbia EM Core ex-China ETF position as of Q2 2025 after selling out during the quarter.
Buttonwood Financial Group sold 166,458 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $4.65M.
Buttonwood Financial Group first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and held it in 7 quarters.
Buttonwood Financial Group's Columbia EM Core ex-China ETF position peaked at $6.65M in Q3 2024.
166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on Buttonwood Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.