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DHJJ Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

DHJJ Financial Advisors’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 		$1.39K Hold
34
– – ﹤0.01% 779
2025
Q4 		$1.3K Hold
34
– – ﹤0.01% 752
2025
Q3 		$1.24K Hold
34
– – ﹤0.01% 739
2025
Q2 		$1.16K Hold
34
– – ﹤0.01% 723
2025
Q1 		$1K Hold
34
– – ﹤0.01% 687
2024
Q4 		$1.01K Hold
34
– – ﹤0.01% 659
2024
Q3 		$1.11K Buy
34
+6
+21% +$194 ﹤0.01% 633
2024
Q2 		$894 Buy
28
+3
+12% +$93 ﹤0.01% 608
2024
Q1 		$778 Buy
25
+9
+56% +$271 ﹤0.01% 608
2023
Q4 		$485 Hold
16
– – ﹤0.01% 630
2023
Q3 		$439 Buy
+16
New +$456 ﹤0.01% 630

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 $376B 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