Carson Wealth (CWM LLC)’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Carson Wealth (CWM 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 Q1	$1.97M	Sell	48,202 -546	-1%	-$22.9K	0.01%	1203
2025 Q4	$1.87M	Buy	48,748 +159	+0.3%	+$6.02K	0.01%	1179
2025 Q3	$1.76M	Sell	48,589 -5,943	-11%	-$208K	0.01%	1139
2025 Q2	$1.86M	Sell	54,532 -40,788	-43%	-$1.27M	0.01%	980
2025 Q1	$2.81M	Sell	95,320 -19,715	-17%	-$592K	0.01%	719
2024 Q4	$3.4M	Buy	115,035 +30,964	+37%	+$977K	0.01%	578
2024 Q3	$2.75M	Buy	84,071 +20,407	+32%	+$660K	0.01%	603
2024 Q2	$2.03M	Buy	63,664 +59,293	+1,357%	+$1.84M	0.01%	646
2024 Q1	$136K	Buy	4,371 +100	+2%	+$3.01K	﹤0.01%	1705
2023 Q4	$129K	Buy	+4,271	New	+$120K	﹤0.01%	1616

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

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

HWAM

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

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

MAM

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

FAM

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XCEM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Columbia EM Core ex-China ETF (XCEM) stake by 1.1% in Q1 2026, selling an estimated $22.9K and leaving 48,202 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1203.

Carson Wealth (CWM LLC) first reported a position in XCEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.4M in Q4 2024. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Carson Wealth (CWM LLC) held 48,202 shares of Columbia EM Core ex-China ETF worth $1.97M as of Q1 2026.
Carson Wealth (CWM LLC) sold 546 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $22.9K.
Columbia EM Core ex-China ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1203 holding.
Carson Wealth (CWM LLC) first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Columbia EM Core ex-China ETF position peaked at $3.4M in Q4 2024.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.