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Essential Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Essential Partners’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
Q3 		$501K Buy
9,754
+136
+1% +$6.83K 0.23% 71
2026
Q2 		$509K Hold
9,618
– – 0.23% 72
2026
Q1 		$393K Buy
9,618
+5,093
+113% +$214K 0.13% 176
2025
Q4 		$174K Hold
4,525
– – 0.05% 343
2025
Q3 		$164K Hold
4,525
– – 0.05% 353
2025
Q2 		$155K Buy
+4,525
New +$141K 0.06% 306

Other funds holding XCEM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's XCEM Position: Q3 2026 in Review

Essential Partners increased its Columbia EM Core ex-China ETF (XCEM) stake by 1.4% in Q3 2026, buying an estimated $6.83K and bringing the position to 9,754 shares worth $501K. The position accounts for 0.23% of the portfolio, ranked #71.

Essential Partners first reported a position in XCEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $509K in Q2 2026. 15 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

  • Essential Partners held 9,754 shares of Columbia EM Core ex-China ETF worth $501K as of Q3 2026.
  • Essential Partners bought 136 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $6.83K.
  • Columbia EM Core ex-China ETF made up 0.23% of Essential Partners's portfolio in Q3 2026, its #71 holding.
  • Essential Partners first reported a position in Columbia EM Core ex-China ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Columbia EM Core ex-China ETF position peaked at $509K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.