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

Cerity 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 Q1	$6.75M	Sell	165,514 -1,813	-1%	-$76.1K	0.01%	878
2025 Q4	$6.42M	Sell	167,327 -265,622	-61%	-$10.1M	0.01%	824
2025 Q3	$15.7M	Sell	432,949 -16,529	-4%	-$577K	0.03%	438
2025 Q2	$15.4M	Sell	449,478 -22,794	-5%	-$712K	0.03%	413
2025 Q1	$13.9M	Sell	472,272 -9,751	-2%	-$293K	0.03%	413
2024 Q4	$14.3M	Buy	+482,023	New	+$15.2M	0.03%	393

Other funds holding XCEM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 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 $375M AUM 15.89% 1-Year Est. Return

Cerity Partners's XCEM Position: Q1 2026 in Review

Cerity Partners reduced its Columbia EM Core ex-China ETF (XCEM) stake by 1.1% in Q1 2026, selling an estimated $76.1K and leaving 165,514 shares worth $6.75M. The position accounts for 0.01% of the portfolio, ranked #878.

Cerity Partners first reported a position in XCEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7M in Q3 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Cerity Partners held 165,514 shares of Columbia EM Core ex-China ETF worth $6.75M as of Q1 2026.
Cerity Partners sold 1,813 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $76.1K.
Columbia EM Core ex-China ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #878 holding.
Cerity Partners first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 6 quarters since.
Cerity Partners's Columbia EM Core ex-China ETF position peaked at $15.7M in Q3 2025.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.