Eastern Bank’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Eastern Bank’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	$787K	Sell	14,886 -3,541	-19%	-$173K	0.01%	227
2026 Q1	$752K	Sell	18,427 -7,695	-29%	-$323K	0.01%	228
2025 Q4	$1M	Sell	26,122 -24,820	-49%	-$939K	0.02%	199
2025 Q3	$1.85M	Sell	50,942 -2,806	-5%	-$98K	0.03%	150
2025 Q2	$1.84M	Sell	53,748 -7,350	-12%	-$230K	0.04%	150
2025 Q1	$1.8M	Sell	61,098 -403,745	-87%	-$12.1M	0.04%	163
2024 Q4	$13.8M	Buy	464,843 +1,370	+0.3%	+$43.2K	0.26%	92
2024 Q3	$15.1M	Buy	463,473 +3,464	+0.8%	+$112K	0.27%	97
2024 Q2	$14.7M	Buy	460,009 +4,807	+1%	+$149K	0.59%	63
2024 Q1	$14.2M	Buy	455,202 +8,207	+2%	+$247K	0.59%	65
2023 Q4	$13.5M	Buy	446,995 +11,316	+3%	+$319K	0.61%	65
2023 Q3	$11.9M	Buy	+435,679	New	+$12.4M	0.59%	66

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

Eastern Bank's XCEM Position: Q2 2026 in Review

Eastern Bank reduced its Columbia EM Core ex-China ETF (XCEM) stake by 19% in Q2 2026, selling an estimated $173K and leaving 14,886 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #227.

Eastern Bank first reported a position in XCEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.1M in Q3 2024. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Eastern Bank held 14,886 shares of Columbia EM Core ex-China ETF worth $787K as of Q2 2026.
Eastern Bank sold 3,541 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $173K.
Columbia EM Core ex-China ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #227 holding.
Eastern Bank first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 12 quarters since.
Eastern Bank's Columbia EM Core ex-China ETF position peaked at $15.1M in Q3 2024.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.