Coastline Trust’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Coastline Trust’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	$1.7M	Buy	32,210 +1,793	+6%	+$87.6K	0.15%	97
2026 Q1	$1.24M	Buy	30,417 +1,033	+4%	+$43.3K	0.12%	117
2025 Q4	$1.13M	Buy	29,384 +2,321	+9%	+$87.8K	0.11%	123
2025 Q3	$983K	Sell	27,063 -4,213	-13%	-$147K	0.11%	124
2025 Q2	$1.07M	Sell	31,276 -1,163	-4%	-$36.3K	0.12%	122
2025 Q1	$958K	Sell	32,439 -27,225	-46%	-$817K	0.12%	128
2024 Q4	$1.77M	Sell	59,664 -8,106	-12%	-$256K	0.21%	95
2024 Q3	$2.21M	Buy	67,770 +2,355	+4%	+$76.2K	0.26%	84
2024 Q2	$2.09M	Buy	65,415 +3,699	+6%	+$115K	0.24%	85
2024 Q1	$1.92M	Buy	61,716 +43,814	+245%	+$1.32M	0.23%	99
2023 Q4	$542K	Buy	+17,902	New	+$504K	0.07%	182

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

Coastline Trust's XCEM Position: Q2 2026 in Review

Coastline Trust increased its Columbia EM Core ex-China ETF (XCEM) stake by 5.9% in Q2 2026, buying an estimated $87.6K and bringing the position to 32,210 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #97.

Coastline Trust first reported a position in XCEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.21M in Q3 2024. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Coastline Trust held 32,210 shares of Columbia EM Core ex-China ETF worth $1.7M as of Q2 2026.
Coastline Trust bought 1,793 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $87.6K.
Columbia EM Core ex-China ETF made up 0.15% of Coastline Trust's portfolio in Q2 2026, its #97 holding.
Coastline Trust first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 11 quarters since.
Coastline Trust's Columbia EM Core ex-China ETF position peaked at $2.21M in Q3 2024.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.