Envestnet Asset Management
XCEM icon

Envestnet Asset Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Envestnet Asset Management’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 		$4.19M Buy
102,595
+7,112
+7% +$298K ﹤0.01% 2456
2025
Q4 		$3.66M Buy
95,483
+1,727
+2% +$65.4K ﹤0.01% 2399
2025
Q3 		$3.41M Sell
93,756
-1,371
-1% -$47.9K ﹤0.01% 2523
2025
Q2 		$3.25M Buy
95,127
+60,275
+173% +$1.88M ﹤0.01% 2500
2025
Q1 		$1.03M Buy
34,852
+11,137
+47% +$334K ﹤0.01% 3182
2024
Q4 		$702K Buy
23,715
+1,793
+8% +$56.6K ﹤0.01% 3385
2024
Q3 		$716K Buy
21,922
+6,127
+39% +$198K ﹤0.01% 3311
2024
Q2 		$504K Sell
15,795
-7,469
-32% -$232K ﹤0.01% 3458
2024
Q1 		$723K Sell
23,264
-4,649
-17% -$140K ﹤0.01% 3227
2023
Q4 		$845K Sell
27,913
-10,271
-27% -$289K ﹤0.01% 3040
2023
Q3 		$1.05M Buy
+38,184
New +$1.09M ﹤0.01% 2781

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