Creative Planning
XCEM icon

Creative Planning’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Creative Planning’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 		$3.33M Sell
81,714
-6,401
-7% -$269K ﹤0.01% 1490
2025
Q4 		$3.38M Sell
88,115
-2,084
-2% -$78.9K ﹤0.01% 1297
2025
Q3 		$3.28M Buy
90,199
+212
+0.2% +$7.4K ﹤0.01% 1151
2025
Q2 		$3.08M Sell
89,987
-317
-0.4% -$9.9K ﹤0.01% 1019
2025
Q1 		$2.67M Sell
90,304
-5,417
-6% -$163K ﹤0.01% 1003
2024
Q4 		$2.83M Sell
95,721
-5,814
-6% -$183K ﹤0.01% 933
2024
Q3 		$3.32M Sell
101,535
-12,398
-11% -$401K ﹤0.01% 811
2024
Q2 		$3.64M Sell
113,933
-3,465
-3% -$107K ﹤0.01% 740
2024
Q1 		$3.65M Sell
117,398
-3,270
-3% -$98.5K ﹤0.01% 715
2023
Q4 		$3.65M Sell
120,668
-14,452
-11% -$407K 0.01% 665
2023
Q3 		$3.7M Buy
135,120
+2,290
+2% +$65.2K ﹤0.01% 620
2023
Q2 		$3.8M Sell
132,830
-4,928
-4% -$137K 0.01% 600
2023
Q1 		$3.73M Sell
137,758
-9,529
-6% -$256K 0.01% 576
2022
Q4 		$3.76M Sell
147,287
-17,108
-10% -$435K 0.01% 545
2022
Q3 		$3.85M Sell
164,395
-5,695
-3% -$147K 0.01% 498
2022
Q2 		$4.3M Buy
170,090
+849
+0.5% +$23.8K 0.01% 491
2022
Q1 		$5.18M Buy
169,241
+76,798
+83% +$2.4M 0.01% 443
2021
Q4 		$2.94M Buy
92,443
+3,704
+4% +$119K ﹤0.01% 572
2021
Q3 		$2.85M Buy
88,739
+7,678
+9% +$253K 0.01% 570
2021
Q2 		$2.71M Sell
81,061
-16,591
-17% -$542K ﹤0.01% 573
2021
Q1 		$3.11M Sell
97,652
-12,578
-11% -$401K 0.01% 548
2020
Q4 		$3.31M Buy
110,230
+48,240
+78% +$1.31M 0.01% 483
2020
Q3 		$1.49M Buy
61,990
+13,909
+29% +$338K ﹤0.01% 668
2020
Q2 		$1.09M Buy
+48,081
New +$1.02M ﹤0.01% 719
2019
Q1 		– Sell
-11,589
Closed -$275K – 2097
2018
Q4 		$275K Buy
11,589
+277
+2% +$6.8K ﹤0.01% 1290
2018
Q3 		$291K Buy
11,312
+199
+2% +$5.06K ﹤0.01% 1422
2018
Q2 		$277K Buy
11,113
+1,020
+10% +$27.3K ﹤0.01% 1419
2018
Q1 		$288K Hold
10,093
– – ﹤0.01% 1366
2017
Q4 		$279K Buy
+10,093
New +$284K ﹤0.01% 1405
2017
Q3 		– Sell
-2,150
Closed -$57K – 3740
2017
Q2 		$57K Buy
2,150
+1,726
+407% +$44.9K ﹤0.01% 2426
2017
Q1 		$11K Buy
+424
New +$10.3K ﹤0.01% 3549

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

Creative Planning's XCEM Position: Q1 2026 in Review

Creative Planning reduced its Columbia EM Core ex-China ETF (XCEM) stake by 7.3% in Q1 2026, selling an estimated $269K and leaving 81,714 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Creative Planning first reported a position in XCEM in Q1 2017 and has held it in 31 quarters since. The position peaked at $5.18M in Q1 2022. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

  • Creative Planning held 81,714 shares of Columbia EM Core ex-China ETF worth $3.33M as of Q1 2026.
  • Creative Planning sold 6,401 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $269K.
  • Columbia EM Core ex-China ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1490 holding.
  • Creative Planning first reported a position in Columbia EM Core ex-China ETF in Q1 2017 and has held it in 31 quarters since.
  • Creative Planning's Columbia EM Core ex-China ETF position peaked at $5.18M in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.