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EverSource Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

EverSource Wealth 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
Q2 		$1M Buy
18,971
+2,892
+18% +$141K 0.03% 354
2026
Q1 		$656K Buy
16,079
+3,106
+24% +$130K 0.02% 499
2025
Q4 		$498K Buy
12,973
+3,112
+32% +$118K 0.02% 544
2025
Q3 		$358K Buy
9,861
+6,078
+161% +$212K 0.01% 635
2025
Q2 		$129K Buy
+3,783
New +$118K 0.01% 1064

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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

EverSource Wealth Advisors's XCEM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Columbia EM Core ex-China ETF (XCEM) stake by 18% in Q2 2026, buying an estimated $141K and bringing the position to 18,971 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #354.

EverSource Wealth Advisors first reported a position in XCEM in Q2 2025 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • EverSource Wealth Advisors held 18,971 shares of Columbia EM Core ex-China ETF worth $1M as of Q2 2026.
  • EverSource Wealth Advisors bought 2,892 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $141K.
  • Columbia EM Core ex-China ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #354 holding.
  • EverSource Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q2 2025 and has held it in 5 quarters since.
  • 204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.